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 | $230,993 | $102,429+125.5% | $147,096+57.0% | $80,925+185.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.12% | 135.02%-118.9pp | 419.75%-403.6pp | 35.65%-19.5pp |
| Employer contribution / active EE | $13,045 | $3,716+251.1% | $4,936+164.3% | $2,756+373.3% |
| Participant deferral / active EE | $11,939 | $6,649+79.6% | $8,071+47.9% | $4,299+177.8% |
| Admin fee / account holder | $10,709 | $7,957+34.6% | $13,005-17.7% | $6,940+54.3% |