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 | $160,692 | $96,419+66.7% | $80,648+99.3% | $139,487+15.2% |
| Participation rate | 88.2% | 73.6%+14.6pp | 67.0%+21.2pp | 80.3%+7.9pp |
| Annual return | 19.08% | 1352.86%-1333.8pp | 937.21%-918.1pp | 373.84%-354.8pp |
| Employer contribution / active EE | $3,275 | $3,261+0.4% | $2,724+20.3% | $4,755-31.1% |
| Participant deferral / active EE | $12,041 | $5,225+130.4% | $4,443+171.0% | $6,713+79.4% |
| Admin fee / account holder | $74,191 | $6,605+1023.3% | $5,382+1278.5% | $11,407+550.4% |