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 | $139,746 | $75,832+84.3% | $147,617-5.3% | $59,633+134.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 38.85% | 0.37%+38.5pp | 61.98%-23.1pp | 2041.45%-2002.6pp |
| Employer contribution / active EE | $10,141 | $3,485+191.0% | $5,564+82.3% | $2,203+360.4% |
| Participant deferral / active EE | $5,902 | $3,131+88.5% | $4,895+20.6% | $3,192+84.9% |
| Admin fee / account holder | $2,860 | $5,986-52.2% | $11,612-75.4% | $4,297-33.5% |