Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $231,013 | $150,435+53.6% | $120,580+91.6% | $145,897+58.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 10.05% | 154.60%-144.5pp | 107.48%-97.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $19,268 | $4,352+342.7% | $3,469+455.4% | $4,663+313.2% |
| Participant deferral / active EE | $22,319 | $6,174+261.5% | $4,995+346.8% | $6,689+233.6% |
| Admin fee / account holder | $2,135 | $12,182-82.5% | $9,418-77.3% | $13,390-84.1% |