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 | $160,907 | $95,664+68.2% | $76,902+109.2% | $139,487+15.4% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.05% | 55.03%-39.0pp | 37.91%-21.9pp | 373.84%-357.8pp |
| Employer contribution / active EE | $2,249 | $3,147-28.5% | $2,534-11.2% | $4,755-52.7% |
| Participant deferral / active EE | $3,800 | $4,626-17.9% | $3,833-0.9% | $6,713-43.4% |
| Admin fee / account holder | $2,307 | $8,311-72.2% | $5,479-57.9% | $11,407-79.8% |