Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $179,496 | $63,861+181.1% | $104,625+71.6% | $79,852+124.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 17.76% | 21.30%-3.5pp | 340.60%-322.8pp | 31.72%-14.0pp |
| Employer contribution / active EE | $3,482 | $1,588+119.2% | $2,681+29.8% | $2,471+40.9% |
| Participant deferral / active EE | $8,913 | $2,693+230.9% | $3,738+138.5% | $3,740+138.3% |
| Admin fee / account holder | $4,482 | $4,185+7.1% | $6,465-30.7% | $5,306-15.5% |