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 | $102,382+125.6% | $147,005+57.1% | $80,874+185.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.12% | 134.89%-118.8pp | 418.76%-402.6pp | 35.62%-19.5pp |
| Employer contribution / active EE | $13,045 | $3,715+251.2% | $4,934+164.4% | $2,756+373.4% |
| Participant deferral / active EE | $11,939 | $6,646+79.6% | $8,070+48.0% | $4,297+177.9% |
| Admin fee / account holder | $10,709 | $7,942+34.8% | $13,006-17.7% | $6,935+54.4% |