Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $177,358 | $109,967+61.3% | $97,197+82.5% | $145,877+21.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.14% | 244.27%-233.1pp | 75.47%-64.3pp | 551.28%-540.1pp |
| Employer contribution / active EE | $20,012 | $3,077+550.4% | $2,723+635.0% | $4,663+329.2% |
| Participant deferral / active EE | $13,191 | $4,676+182.1% | $4,263+209.4% | $6,691+97.2% |
| Admin fee / account holder | $1,072 | $6,199-82.7% | $5,637-81.0% | $13,402-92.0% |