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 | $153,012 | $105,284+45.3% | $150,734+1.5% | $94,015+62.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 13.96% | 15.67%-1.7pp | 600.81%-586.8pp | 17.84%-3.9pp |
| Employer contribution / active EE | $7,452 | $3,599+107.1% | $4,918+51.5% | $2,790+167.1% |
| Participant deferral / active EE | $7,882 | $4,274+84.4% | $5,610+40.5% | $4,249+85.5% |
| Admin fee / account holder | $7,121 | $9,839-27.6% | $14,905-52.2% | $8,951-20.4% |