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 | $148,167 | $88,815+66.8% | $81,882+81.0% | $145,897+1.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.64% | 1033.75%-1021.1pp | 779.47%-766.8pp | 552.29%-539.7pp |
| Employer contribution / active EE | $3,528 | $3,086+14.3% | $2,916+21.0% | $4,663-24.3% |
| Participant deferral / active EE | $8,786 | $4,647+89.0% | $4,323+103.2% | $6,689+31.3% |
| Admin fee / account holder | $9,056 | $8,434+7.4% | $7,360+23.1% | $13,390-32.4% |