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 | $243,837 | $118,708+105.4% | $98,920+146.5% | $158,966+53.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 8.80% | 372.49%-363.7pp | 196.47%-187.7pp | 302.95%-294.2pp |
| Employer contribution / active EE | $3,639 | $3,334+9.1% | $2,689+35.3% | $4,762-23.6% |
| Participant deferral / active EE | $22,651 | $5,089+345.1% | $4,245+433.6% | $5,983+278.6% |
| Admin fee / account holder | $62,319 | $10,134+515.0% | $6,643+838.2% | $11,250+453.9% |