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 | $168,383 | $226,105-25.5% | $182,540-7.8% | $152,897+10.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 27.28% | 192.58%-165.3pp | 148.58%-121.3pp | 345.43%-318.1pp |
| Employer contribution / active EE | $7,395 | $4,978+48.5% | $4,076+81.4% | $4,764+55.2% |
| Participant deferral / active EE | $12,650 | $6,370+98.6% | $5,525+128.9% | $5,851+116.2% |
| Admin fee / account holder | $551 | $10,706-94.9% | $8,593-93.6% | $11,599-95.3% |