Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $111,988 | $96,236+16.4% | $136,072-17.7% | $80,935+38.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.4%+23.6pp | 67.7%+32.3pp |
| Annual return | 14.80% | 28.74%-13.9pp | 580.46%-565.7pp | 35.66%-20.9pp |
| Employer contribution / active EE | $9,217 | $3,350+175.1% | $4,216+118.6% | $2,757+234.4% |
| Participant deferral / active EE | $17,842 | $5,709+212.5% | $7,028+153.9% | $4,299+315.0% |
| Admin fee / account holder | $517 | $8,250-93.7% | $6,718-92.3% | $6,924-92.5% |