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 | $167,590 | $103,038+62.6% | $90,324+85.5% | $152,909+9.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.85% | 95.25%-74.4pp | 78.15%-57.3pp | 345.46%-324.6pp |
| Employer contribution / active EE | $28,149 | $3,141+796.3% | $2,856+885.7% | $4,764+490.9% |
| Participant deferral / active EE | $6,000 | $4,282+40.1% | $3,885+54.4% | $5,851+2.5% |
| Admin fee / account holder | $93,757 | $6,177+1417.8% | $5,356+1650.6% | $11,601+708.2% |