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 | $145,570 | $72,426+101.0% | $67,560+115.5% | $145,897-0.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.04% | 7226.78%-7210.7pp | 3533.50%-3517.5pp | 552.29%-536.3pp |
| Employer contribution / active EE | $4,150 | $3,074+35.0% | $2,737+51.6% | $4,663-11.0% |
| Participant deferral / active EE | $3,812 | $4,785-20.3% | $4,004-4.8% | $6,689-43.0% |
| Admin fee / account holder | $2,601 | $5,514-52.8% | $3,994-34.9% | $13,390-80.6% |