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 | $195,657 | $58,391+235.1% | $76,657+155.2% | $72,975+168.1% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 37.24% | 2306.65%-2269.4pp | 1166.74%-1129.5pp | 81.01%-43.8pp |
| Employer contribution / active EE | $8,762 | $1,787+390.4% | $2,303+280.5% | $2,440+259.1% |
| Participant deferral / active EE | $11,418 | $2,690+324.4% | $3,335+242.3% | $3,608+216.5% |
| Admin fee / account holder | $25,568 | $4,014+536.9% | $6,423+298.1% | $5,124+399.0% |