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 | $238,818 | $90,691+163.3% | $76,119+213.7% | $145,884+63.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.75% | 624.52%-612.8pp | 361.25%-349.5pp | 551.85%-540.1pp |
| Employer contribution / active EE | $19,277 | $3,329+479.1% | $2,693+615.9% | $4,662+313.5% |
| Participant deferral / active EE | $5,900 | $5,167+14.2% | $4,259+38.5% | $6,690-11.8% |
| Admin fee / account holder | $3,649 | $8,383-56.5% | $6,421-43.2% | $13,392-72.8% |