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 | $181,526 | $90,530+100.5% | $76,030+138.8% | $145,897+24.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.64% | 625.08%-614.4pp | 361.54%-350.9pp | 552.29%-541.6pp |
| Employer contribution / active EE | $8,283 | $3,319+149.5% | $2,688+208.2% | $4,663+77.6% |
| Participant deferral / active EE | $7,883 | $5,164+52.6% | $4,257+85.2% | $6,689+17.8% |
| Admin fee / account holder | $2,727 | $8,383-67.5% | $6,421-57.5% | $13,390-79.6% |