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 | $176,066 | $107,368+64.0% | $92,915+89.5% | $152,909+15.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 16.64% | 145.64%-129.0pp | 109.45%-92.8pp | 345.46%-328.8pp |
| Employer contribution / active EE | $5,453 | $4,222+29.1% | $3,653+49.3% | $4,764+14.5% |
| Participant deferral / active EE | $7,139 | $4,848+47.3% | $4,238+68.5% | $5,851+22.0% |
| Admin fee / account holder | $8,312 | $7,082+17.4% | $5,796+43.4% | $11,601-28.3% |