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 | $144,287 | $110,093+31.1% | $97,295+48.3% | $145,897-1.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.73% | 244.76%-231.0pp | 75.62%-61.9pp | 552.29%-538.6pp |
| Employer contribution / active EE | $8,541 | $3,077+177.5% | $2,723+213.7% | $4,663+83.2% |
| Participant deferral / active EE | $11,096 | $4,678+137.2% | $4,264+160.2% | $6,689+65.9% |
| Admin fee / account holder | $5,756 | $6,212-7.3% | $5,646+1.9% | $13,390-57.0% |