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 | $155,989 | $185,225-15.8% | $142,898+9.2% | $167,536-6.9% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 18.02% | 8558.12%-8540.1pp | 5639.64%-5621.6pp | 478.82%-460.8pp |
| Employer contribution / active EE | $3,636 | $5,607-35.2% | $4,146-12.3% | $4,839-24.9% |
| Participant deferral / active EE | $3,624 | $4,496-19.4% | $3,838-5.6% | $6,342-42.9% |
| Admin fee / account holder | $376 | $8,032-95.3% | $6,560-94.3% | $12,315-96.9% |