Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $239,484 | $102,382+133.9% | $147,005+62.9% | $80,874+196.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.99% | 134.89%-120.9pp | 418.76%-404.8pp | 35.62%-21.6pp |
| Employer contribution / active EE | $3,246 | $3,715-12.6% | $4,934-34.2% | $2,756+17.8% |
| Participant deferral / active EE | $10,009 | $6,646+50.6% | $8,070+24.0% | $4,297+132.9% |
| Admin fee / account holder | $11,920 | $7,942+50.1% | $13,006-8.4% | $6,935+71.9% |