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 | $151,098 | $154,754-2.4% | $124,206+21.7% | $138,895+8.8% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.6%+16.1pp | 79.9%+5.8pp |
| Annual return | 13.29% | 709.28%-696.0pp | 515.27%-502.0pp | 145.39%-132.1pp |
| Employer contribution / active EE | $3,325 | $4,446-25.2% | $3,540-6.1% | $4,194-20.7% |
| Participant deferral / active EE | $5,009 | $4,621+8.4% | $3,968+26.2% | $6,396-21.7% |
| Admin fee / account holder | $36,085 | $6,690+439.4% | $5,929+508.7% | $12,562+187.2% |