Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $196,005 | $102,393+91.4% | $147,041+33.3% | $80,911+142.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 27.41% | 134.95%-107.5pp | 419.21%-391.8pp | 35.63%-8.2pp |
| Employer contribution / active EE | $3,822 | $3,715+2.9% | $4,935-22.5% | $2,756+38.7% |
| Participant deferral / active EE | $10,681 | $6,647+60.7% | $8,071+32.3% | $4,297+148.5% |
| Admin fee / account holder | $3,786 | $7,943-52.3% | $13,006-70.9% | $6,935-45.4% |