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 | $207,636 | $112,131+85.2% | $95,964+116.4% | $158,982+30.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.55% | 171.19%-156.6pp | 91.64%-77.1pp | 302.99%-288.4pp |
| Employer contribution / active EE | $4,347 | $3,199+35.9% | $2,541+71.1% | $4,763-8.7% |
| Participant deferral / active EE | $4,347 | $4,784-9.1% | $4,167+4.3% | $5,983-27.3% |
| Admin fee / account holder | $12,555 | $10,136+23.9% | $6,797+84.7% | $11,252+11.6% |