Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $188,312 | $77,908+141.7% | $149,696+25.8% | $75,173+150.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 25.96% | 31.73%-5.8pp | 134.46%-108.5pp | 160.72%-134.8pp |
| Employer contribution / active EE | $13,754 | $3,138+338.3% | $4,821+185.3% | $2,671+414.9% |
| Participant deferral / active EE | $7,865 | $3,411+130.6% | $5,682+38.4% | $4,126+90.6% |
| Admin fee / account holder | $11,675 | $5,950+96.2% | $13,212-11.6% | $5,651+106.6% |