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 | $181,067 | $109,905+64.7% | $98,506+83.8% | $167,553+8.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.41% | 1960.20%-1943.8pp | 1494.92%-1478.5pp | 478.89%-462.5pp |
| Employer contribution / active EE | $8,863 | $3,226+174.7% | $2,961+199.3% | $4,840+83.1% |
| Participant deferral / active EE | $6,574 | $4,674+40.7% | $4,277+53.7% | $6,343+3.7% |
| Admin fee / account holder | $14,614 | $6,760+116.2% | $5,955+145.4% | $12,316+18.7% |