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 | $167,807 | $57,305+192.8% | $86,640+93.7% | $75,173+123.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 17.69% | 2674.24%-2656.5pp | 592.52%-574.8pp | 160.72%-143.0pp |
| Employer contribution / active EE | $7,539 | $2,316+225.5% | $3,024+149.3% | $2,671+182.3% |
| Participant deferral / active EE | $14,533 | $3,320+337.8% | $4,438+227.4% | $4,126+252.2% |
| Admin fee / account holder | $13,374 | $4,116+224.9% | $5,616+138.1% | $5,651+136.7% |