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 | $227,484 | $96,419+135.9% | $80,648+182.1% | $139,487+63.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.35% | 1352.86%-1334.5pp | 937.21%-918.9pp | 373.84%-355.5pp |
| Employer contribution / active EE | $2,639 | $3,261-19.1% | $2,724-3.1% | $4,755-44.5% |
| Participant deferral / active EE | $9,767 | $5,225+86.9% | $4,443+119.8% | $6,713+45.5% |
| Admin fee / account holder | $1,567 | $6,605-76.3% | $5,382-70.9% | $11,407-86.3% |