Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $158,371 | $107,368+47.5% | $92,915+70.4% | $152,909+3.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 24.20% | 145.64%-121.4pp | 109.45%-85.3pp | 345.46%-321.3pp |
| Employer contribution / active EE | $22,056 | $4,222+422.3% | $3,653+503.7% | $4,764+363.0% |
| Participant deferral / active EE | $3,728 | $4,848-23.1% | $4,238-12.0% | $5,851-36.3% |
| Admin fee / account holder | $4,421 | $7,082-37.6% | $5,796-23.7% | $11,601-61.9% |