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 | $144,551 | $183,988-21.4% | $162,177-10.9% | $152,897-5.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 27.58% | 150.79%-123.2pp | 115.60%-88.0pp | 345.43%-317.9pp |
| Employer contribution / active EE | $9,981 | $6,370+56.7% | $5,613+77.8% | $4,764+109.5% |
| Participant deferral / active EE | $16,492 | $8,032+105.3% | $7,297+126.0% | $5,851+181.9% |
| Admin fee / account holder | $4,114 | $13,123-68.7% | $10,843-62.1% | $11,599-64.5% |