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 | $235,947 | $183,592+28.5% | $155,574+51.7% | $145,877+61.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.66% | 61.37%-46.7pp | 64.87%-50.2pp | 551.28%-536.6pp |
| Employer contribution / active EE | $21,002 | $5,317+295.0% | $4,676+349.2% | $4,663+350.4% |
| Participant deferral / active EE | $13,607 | $6,466+110.4% | $5,629+141.7% | $6,691+103.4% |
| Admin fee / account holder | $10,372 | $19,316-46.3% | $15,914-34.8% | $13,402-22.6% |