Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $167,366 | $73,421+128.0% | $66,439+151.9% | $155,188+7.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 15.27% | 1382.37%-1367.1pp | 757.66%-742.4pp | 148.84%-133.6pp |
| Employer contribution / active EE | $7,825 | $3,039+157.5% | $2,637+196.8% | $4,248+84.2% |
| Participant deferral / active EE | $12,166 | $4,680+160.0% | $3,876+213.9% | $6,531+86.3% |
| Admin fee / account holder | $12,950 | $8,856+46.2% | $6,173+109.8% | $14,480-10.6% |