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 | $159,719 | $100,060+59.6% | $149,721+6.7% | $70,126+127.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 22.56% | 27.46%-4.9pp | 1501.67%-1479.1pp | 73.15%-50.6pp |
| Employer contribution / active EE | $18,251 | $3,661+398.5% | $5,444+235.2% | $2,343+679.1% |
| Participant deferral / active EE | $8,373 | $4,982+68.1% | $6,568+27.5% | $3,332+151.3% |
| Admin fee / account holder | $7,830 | $8,285-5.5% | $11,282-30.6% | $4,645+68.5% |