Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,186 | $100,073+66.1% | $85,126+95.2% | $145,877+13.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.19% | 84.11%-74.9pp | 66.63%-57.4pp | 551.28%-542.1pp |
| Employer contribution / active EE | $9,153 | $3,236+182.8% | $2,731+235.1% | $4,663+96.3% |
| Participant deferral / active EE | $22,450 | $5,294+324.0% | $4,523+396.3% | $6,691+235.5% |
| Admin fee / account holder | $13,099 | $7,261+80.4% | $6,160+112.6% | $13,402-2.3% |