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 | $142,222 | $107,941+31.8% | $91,994+54.6% | $152,909-7.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 15.64% | 89.28%-73.6pp | 69.04%-53.4pp | 345.46%-329.8pp |
| Employer contribution / active EE | $5,917 | $4,212+40.5% | $3,453+71.4% | $4,764+24.2% |
| Participant deferral / active EE | $10,326 | $6,366+62.2% | $5,924+74.3% | $5,851+76.5% |
| Admin fee / account holder | $10,903 | $10,521+3.6% | $7,744+40.8% | $11,601-6.0% |