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 | $166,911 | $99,652+67.5% | $78,778+111.9% | $147,586+13.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.83% | 47.28%-30.5pp | 35.62%-18.8pp | 578.59%-561.8pp |
| Employer contribution / active EE | $3,913 | $2,796+40.0% | $1,986+97.1% | $4,876-19.8% |
| Participant deferral / active EE | $5,103 | $3,664+39.3% | $2,958+72.5% | $5,439-6.2% |
| Admin fee / account holder | $767 | $7,155-89.3% | $5,134-85.1% | $10,886-93.0% |