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 | $174,804 | $96,691+80.8% | $86,656+101.7% | $139,487+25.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.44% | 106.87%-93.4pp | 593.09%-579.6pp | 373.84%-360.4pp |
| Employer contribution / active EE | $3,726 | $3,267+14.0% | $3,025+23.1% | $4,755-21.6% |
| Participant deferral / active EE | $7,542 | $4,838+55.9% | $4,439+69.9% | $6,713+12.4% |
| Admin fee / account holder | $41,623 | $6,414+548.9% | $5,619+640.8% | $11,407+264.9% |