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 | $144,735 | $102,422+41.3% | $147,117-1.6% | $80,959+78.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.41% | 135.16%-121.7pp | 420.54%-407.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $3,285 | $3,717-11.6% | $4,932-33.4% | $2,757+19.2% |
| Participant deferral / active EE | $10,294 | $6,652+54.7% | $8,065+27.6% | $4,300+139.4% |
| Admin fee / account holder | $27,445 | $7,953+245.1% | $12,993+111.2% | $6,925+296.3% |