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 | $178,276 | $76,608+132.7% | $56,077+217.9% | $145,877+22.2% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.8pp | 80.3%+3.0pp |
| Annual return | 14.19% | 3009.59%-2995.4pp | 1709.28%-1695.1pp | 551.28%-537.1pp |
| Employer contribution / active EE | $8,009 | $1,382+479.7% | $1,040+669.9% | $4,663+71.8% |
| Participant deferral / active EE | $1,053 | $2,624-59.9% | $1,954-46.1% | $6,691-84.3% |
| Admin fee / account holder | $9,798 | $3,325+194.7% | $2,825+246.8% | $13,402-26.9% |