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 | $174,293 | $115,814+50.5% | $101,275+72.1% | $158,982+9.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.27% | 56.16%-39.9pp | 46.48%-30.2pp | 302.99%-286.7pp |
| Employer contribution / active EE | $7,958 | $4,176+90.6% | $3,660+117.4% | $4,763+67.1% |
| Participant deferral / active EE | $8,380 | $4,958+69.0% | $4,371+91.7% | $5,983+40.0% |
| Admin fee / account holder | $5,198 | $7,249-28.3% | $5,948-12.6% | $11,252-53.8% |