Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $167,901 | $60,442+177.8% | $96,754+73.5% | $87,485+91.9% |
| Participation rate | 100.0% | 58.7%+41.3pp | 70.3%+29.7pp | 68.9%+31.1pp |
| Annual return | 37.27% | 21.97%+15.3pp | 82.04%-44.8pp | 26.06%+11.2pp |
| Employer contribution / active EE | $23,528 | $1,691+1291.6% | $2,679+778.2% | $2,596+806.3% |
| Participant deferral / active EE | $9,951 | $3,280+203.4% | $4,758+109.1% | $4,274+132.8% |
| Admin fee / account holder | $4,320 | $5,069-14.8% | $8,905-51.5% | $7,775-44.4% |