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 | $156,180 | $99,031+57.7% | $86,597+80.4% | $147,585+5.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 21.71% | 1312.56%-1290.8pp | 964.96%-943.2pp | 578.57%-556.9pp |
| Employer contribution / active EE | $2,695 | $3,132-14.0% | $2,840-5.1% | $4,876-44.7% |
| Participant deferral / active EE | $9,615 | $3,972+142.0% | $3,609+166.4% | $5,439+76.8% |
| Admin fee / account holder | $2,038 | $5,711-64.3% | $4,906-58.5% | $10,885-81.3% |