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 | $163,859 | $107,353+52.6% | $92,903+76.4% | $152,885+7.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 29.64% | 145.62%-116.0pp | 109.43%-79.8pp | 345.39%-315.8pp |
| Employer contribution / active EE | $3,569 | $4,222-15.5% | $3,653-2.3% | $4,763-25.1% |
| Participant deferral / active EE | $2,226 | $4,848-54.1% | $4,238-47.5% | $5,851-62.0% |
| Admin fee / account holder | $339 | $7,081-95.2% | $5,795-94.2% | $11,598-97.1% |