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 | $213,129 | $57,330+271.8% | $86,656+145.9% | $75,177+183.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 18.16% | 2675.40%-2657.2pp | 593.09%-574.9pp | 160.75%-142.6pp |
| Employer contribution / active EE | $12,428 | $2,316+436.5% | $3,025+310.8% | $2,671+365.3% |
| Participant deferral / active EE | $14,295 | $3,320+330.6% | $4,439+222.0% | $4,126+246.4% |
| Admin fee / account holder | $15,091 | $4,115+266.8% | $5,619+168.6% | $5,651+167.0% |