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 | $170,753 | $75,962+124.8% | $154,111+10.8% | $64,173+166.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 11.59% | 30.32%-18.7pp | 735.18%-723.6pp | 7.63%+4.0pp |
| Employer contribution / active EE | $8,439 | $3,350+151.9% | $5,298+59.3% | $2,381+254.4% |
| Participant deferral / active EE | $5,293 | $3,175+66.7% | $5,081+4.2% | $3,470+52.5% |
| Admin fee / account holder | $3,248 | $5,589-41.9% | $13,411-75.8% | $4,887-33.5% |