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 | $159,660 | $108,882+46.6% | $96,754+65.0% | $154,746+3.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 20.45% | 98.39%-77.9pp | 82.04%-61.6pp | 172.34%-151.9pp |
| Employer contribution / active EE | $2,814 | $3,018-6.8% | $2,679+5.0% | $4,379-35.7% |
| Participant deferral / active EE | $12,332 | $5,323+131.7% | $4,758+159.2% | $6,730+83.2% |
| Admin fee / account holder | $32,015 | $10,200+213.9% | $8,905+259.5% | $14,365+122.9% |