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 | $190,339 | $84,708+124.7% | $75,714+151.4% | $167,536+13.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 15.32% | 199.62%-184.3pp | 104.62%-89.3pp | 478.82%-463.5pp |
| Employer contribution / active EE | $8,701 | $3,231+169.3% | $2,744+217.1% | $4,839+79.8% |
| Participant deferral / active EE | $7,055 | $4,577+54.1% | $3,820+84.7% | $6,342+11.2% |
| Admin fee / account holder | $8,593 | $5,358+60.4% | $3,619+137.5% | $12,315-30.2% |