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 | $151,464 | $123,750+22.4% | $69,611+117.6% | $145,877+3.8% |
| Participation rate | 85.7% | 69.2%+16.5pp | 66.4%+19.3pp | 80.3%+5.4pp |
| Annual return | 13.15% | 192.03%-178.9pp | 101.14%-88.0pp | 551.28%-538.1pp |
| Employer contribution / active EE | $10,898 | $2,672+307.9% | $1,709+537.8% | $4,663+133.7% |
| Participant deferral / active EE | $4,147 | $4,243-2.3% | $2,891+43.5% | $6,691-38.0% |
| Admin fee / account holder | $4,464 | $7,817-42.9% | $4,696-4.9% | $13,402-66.7% |