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 | $114,845 | $103,038+11.5% | $90,324+27.1% | $152,909-24.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.88% | 95.25%-74.4pp | 78.15%-57.3pp | 345.46%-324.6pp |
| Employer contribution / active EE | $5,327 | $3,141+69.6% | $2,856+86.5% | $4,764+11.8% |
| Participant deferral / active EE | $7,619 | $4,282+77.9% | $3,885+96.1% | $5,851+30.2% |
| Admin fee / account holder | $30,753 | $6,177+397.8% | $5,356+474.2% | $11,601+165.1% |