Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $239,820 | $154,754+55.0% | $124,206+93.1% | $138,895+72.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 13.40% | 709.28%-695.9pp | 515.27%-501.9pp | 145.39%-132.0pp |
| Employer contribution / active EE | $1,633 | $4,446-63.3% | $3,540-53.9% | $4,194-61.1% |
| Participant deferral / active EE | $14,016 | $4,621+203.3% | $3,968+253.3% | $6,396+119.1% |
| Admin fee / account holder | $41,587 | $6,690+521.7% | $5,929+601.5% | $12,562+231.0% |