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 | $194,802 | $85,766+127.1% | $136,298+42.9% | $70,126+177.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.48% | 31.46%-17.0pp | 5156.27%-5141.8pp | 73.15%-58.7pp |
| Employer contribution / active EE | $22,342 | $2,966+653.3% | $4,696+375.8% | $2,343+853.8% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $10,895 | $5,421+101.0% | $9,244+17.9% | $4,645+134.5% |