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 | $219,048 | $126,519+73.1% | $106,201+106.3% | $145,959+50.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.41% | 225.10%-216.7pp | 116.26%-107.9pp | 561.95%-553.5pp |
| Employer contribution / active EE | $10,787 | $3,726+189.5% | $3,170+240.3% | $4,661+131.4% |
| Participant deferral / active EE | $9,293 | $5,716+62.6% | $5,012+85.4% | $6,689+38.9% |
| Admin fee / account holder | $77,433 | $17,312+347.3% | $11,039+601.4% | $13,398+478.0% |