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 | $239,149 | $91,179+162.3% | $178,499+34.0% | $79,852+199.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.47% | 24.19%-8.7pp | 151.10%-135.6pp | 31.72%-16.2pp |
| Employer contribution / active EE | $12,794 | $3,256+293.0% | $5,011+155.3% | $2,471+417.7% |
| Participant deferral / active EE | $8,843 | $3,236+173.3% | $5,202+70.0% | $3,740+136.4% |
| Admin fee / account holder | $27,744 | $6,749+311.1% | $13,986+98.4% | $5,306+422.8% |