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 | $150,736 | $100,073+50.6% | $85,126+77.1% | $145,877+3.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.91% | 84.11%-72.2pp | 66.63%-54.7pp | 551.28%-539.4pp |
| Employer contribution / active EE | $9,014 | $3,236+178.5% | $2,731+230.0% | $4,663+93.3% |
| Participant deferral / active EE | $9,607 | $5,294+81.5% | $4,523+112.4% | $6,691+43.6% |
| Admin fee / account holder | $25,105 | $7,261+245.7% | $6,160+307.5% | $13,402+87.3% |