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 | $176,786 | $76,000+132.6% | $154,111+14.7% | $64,186+175.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 12.08% | 30.32%-18.2pp | 735.15%-723.1pp | 7.63%+4.4pp |
| Employer contribution / active EE | $11,399 | $3,351+240.2% | $5,298+115.2% | $2,381+378.8% |
| Participant deferral / active EE | $8,641 | $3,175+172.2% | $5,081+70.1% | $3,470+149.1% |
| Admin fee / account holder | $8,711 | $5,596+55.7% | $13,411-35.0% | $4,888+78.2% |