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 | $205,072 | $72,396+183.3% | $67,511+203.8% | $145,959+40.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.26% | 7194.07%-7178.8pp | 3517.41%-3502.1pp | 561.95%-546.7pp |
| Employer contribution / active EE | $8,222 | $3,071+167.8% | $2,733+200.9% | $4,661+76.4% |
| Participant deferral / active EE | $4,711 | $4,781-1.5% | $4,000+17.8% | $6,689-29.6% |
| Admin fee / account holder | $8,433 | $5,538+52.3% | $3,999+110.9% | $13,398-37.1% |