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 | $166,681 | $96,643+72.5% | $86,617+92.4% | $139,456+19.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 38.98% | 106.57%-67.6pp | 591.91%-552.9pp | 373.45%-334.5pp |
| Employer contribution / active EE | $3,400 | $3,264+4.2% | $3,023+12.5% | $4,753-28.5% |
| Participant deferral / active EE | $19,500 | $4,835+303.3% | $4,437+339.5% | $6,711+190.6% |
| Admin fee / account holder | $2,849 | $6,406-55.5% | $5,613-49.2% | $11,407-75.0% |