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 | $198,855 | $124,175+60.1% | $108,405+83.4% | $167,536+18.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 19.24% | 1380.13%-1360.9pp | 905.55%-886.3pp | 478.82%-459.6pp |
| Employer contribution / active EE | $3,334 | $4,188-20.4% | $3,559-6.3% | $4,839-31.1% |
| Participant deferral / active EE | $15,750 | $6,908+128.0% | $6,563+140.0% | $6,342+148.3% |
| Admin fee / account holder | $1,284 | $9,457-86.4% | $7,297-82.4% | $12,315-89.6% |