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 | $157,559 | $109,411+44.0% | $89,435+76.2% | $158,982-0.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 19.57% | 345.68%-326.1pp | 245.55%-226.0pp | 302.99%-283.4pp |
| Employer contribution / active EE | $1,653 | $3,173-47.9% | $2,587-36.1% | $4,763-65.3% |
| Participant deferral / active EE | $8,179 | $4,600+77.8% | $3,890+110.2% | $5,983+36.7% |
| Admin fee / account holder | $714 | $6,159-88.4% | $4,884-85.4% | $11,252-93.7% |