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 | $201,892 | $95,406+111.6% | $185,849+8.6% | $85,847+135.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.43% | 23.59%-10.2pp | 122.10%-108.7pp | 318.61%-305.2pp |
| Employer contribution / active EE | $10,739 | $3,314+224.1% | $5,169+107.8% | $2,565+318.6% |
| Participant deferral / active EE | $7,705 | $3,424+125.1% | $5,569+38.4% | $3,952+95.0% |
| Admin fee / account holder | $1,682 | $7,214-76.7% | $16,244-89.6% | $6,261-73.1% |