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 | $145,909 | $77,920+87.3% | $149,723-2.5% | $75,177+94.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.45% | 31.72%-18.3pp | 134.50%-121.0pp | 160.75%-147.3pp |
| Employer contribution / active EE | $7,816 | $3,138+149.1% | $4,821+62.1% | $2,671+192.6% |
| Participant deferral / active EE | $4,680 | $3,411+37.2% | $5,682-17.6% | $4,126+13.4% |
| Admin fee / account holder | $91,995 | $5,951+1446.0% | $13,215+596.1% | $5,651+1527.8% |