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 | $149,755 | $132,634+12.9% | $115,768+29.4% | $137,256+9.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 14.54% | 160.70%-146.2pp | 100.46%-85.9pp | 220.34%-205.8pp |
| Employer contribution / active EE | $5,264 | $3,360+56.7% | $2,940+79.1% | $4,156+26.7% |
| Participant deferral / active EE | $10,390 | $5,619+84.9% | $4,917+111.3% | $6,407+62.2% |
| Admin fee / account holder | $6,088 | $15,028-59.5% | $12,439-51.1% | $12,270-50.4% |