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 | $188,109 | $105,160+78.9% | $94,679+98.7% | $139,456+34.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 19.13% | 38.04%-18.9pp | 156.75%-137.6pp | 373.45%-354.3pp |
| Employer contribution / active EE | $2,313 | $4,107-43.7% | $3,673-37.0% | $4,753-51.3% |
| Participant deferral / active EE | $6,175 | $7,599-18.7% | $7,417-16.8% | $6,711-8.0% |
| Admin fee / account holder | $2,565 | $8,988-71.5% | $7,233-64.5% | $11,407-77.5% |