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 | $182,532 | $100,938+80.8% | $90,461+101.8% | $158,982+14.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.00% | 1727.20%-1721.2pp | 1294.76%-1288.8pp | 302.99%-297.0pp |
| Employer contribution / active EE | $8,118 | $3,691+119.9% | $3,264+148.7% | $4,763+70.4% |
| Participant deferral / active EE | $7,030 | $4,350+61.6% | $3,964+77.3% | $5,983+17.5% |
| Admin fee / account holder | $592 | $6,510-90.9% | $5,617-89.5% | $11,252-94.7% |