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 | $163,546 | $91,179+79.4% | $178,499-8.4% | $79,852+104.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.63% | 24.19%-10.6pp | 151.10%-137.5pp | 31.72%-18.1pp |
| Employer contribution / active EE | $11,853 | $3,256+264.1% | $5,011+136.5% | $2,471+379.7% |
| Participant deferral / active EE | $5,134 | $3,236+58.7% | $5,202-1.3% | $3,740+37.3% |
| Admin fee / account holder | $6,984 | $6,749+3.5% | $13,986-50.1% | $5,306+31.6% |