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 | $155,743 | $125,237+24.4% | $105,608+47.5% | $145,877+6.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 28.46% | 225.76%-197.3pp | 116.50%-88.0pp | 551.28%-522.8pp |
| Employer contribution / active EE | $4,781 | $3,720+28.5% | $3,167+51.0% | $4,663+2.5% |
| Participant deferral / active EE | $0 | $5,711-100.0% | $5,010-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,416 | $17,287-91.8% | $11,028-87.2% | $13,402-89.4% |