Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $147,369 | $111,785+31.8% | $93,669+57.3% | $145,877+1.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.35% | 203.79%-187.4pp | 133.59%-117.2pp | 551.28%-534.9pp |
| Employer contribution / active EE | $6,071 | $3,096+96.1% | $2,424+150.5% | $4,663+30.2% |
| Participant deferral / active EE | $6,418 | $4,919+30.5% | $4,416+45.3% | $6,691-4.1% |
| Admin fee / account holder | $3,712 | $10,256-63.8% | $8,291-55.2% | $13,402-72.3% |