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 | $145,956 | $92,684+57.5% | $82,706+76.5% | $134,509+8.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 79.36% | 945.84%-866.5pp | 701.76%-622.4pp | 418.13%-338.8pp |
| Employer contribution / active EE | $1,934 | $3,272-40.9% | $3,007-35.7% | $4,741-59.2% |
| Participant deferral / active EE | $4,693 | $4,800-2.2% | $4,394+6.8% | $6,400-26.7% |
| Admin fee / account holder | $2,191 | $5,982-63.4% | $5,329-58.9% | $11,427-80.8% |