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 | $161,448 | $166,131-2.8% | $164,975-2.1% | $145,877+10.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.10% | 100.37%-82.3pp | 70.12%-52.0pp | 551.28%-533.2pp |
| Employer contribution / active EE | $2,837 | $5,276-46.2% | $4,343-34.7% | $4,663-39.2% |
| Participant deferral / active EE | $4,964 | $6,962-28.7% | $6,033-17.7% | $6,691-25.8% |
| Admin fee / account holder | $4,139 | $16,648-75.1% | $12,688-67.4% | $13,402-69.1% |