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 | $148,286 | $169,336-12.4% | $129,384+14.6% | $145,884+1.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.63% | 14408.70%-14397.1pp | 9461.77%-9450.1pp | 551.85%-540.2pp |
| Employer contribution / active EE | $2,617 | $5,540-52.8% | $4,153-37.0% | $4,662-43.9% |
| Participant deferral / active EE | $11,859 | $4,985+137.9% | $4,166+184.7% | $6,690+77.3% |
| Admin fee / account holder | $1,309 | $9,912-86.8% | $7,686-83.0% | $13,392-90.2% |