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 | $171,241 | $73,546+132.8% | $63,018+171.7% | $147,586+16.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.97% | 175.56%-159.6pp | 87.62%-71.6pp | 578.59%-562.6pp |
| Employer contribution / active EE | $7,396 | $3,324+122.5% | $2,761+167.9% | $4,876+51.7% |
| Participant deferral / active EE | $3,739 | $4,185-10.7% | $3,330+12.3% | $5,439-31.3% |
| Admin fee / account holder | $6,805 | $5,956+14.3% | $3,601+89.0% | $10,886-37.5% |