Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $147,938 | $97,732+51.4% | $83,831+76.5% | $135,380+9.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 4.33% | 1287.56%-1283.2pp | 850.99%-846.7pp | 519.81%-515.5pp |
| Employer contribution / active EE | $11,387 | $4,222+169.7% | $3,631+213.6% | $4,779+138.3% |
| Participant deferral / active EE | $11,374 | $4,683+142.9% | $4,082+178.6% | $5,609+102.8% |
| Admin fee / account holder | $2,376 | $6,675-64.4% | $5,479-56.6% | $10,828-78.1% |