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 | $160,053 | $115,814+38.2% | $101,275+58.0% | $158,982+0.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.04% | 56.16%-42.1pp | 46.48%-32.4pp | 302.99%-289.0pp |
| Employer contribution / active EE | $4,830 | $4,176+15.7% | $3,660+32.0% | $4,763+1.4% |
| Participant deferral / active EE | $5,919 | $4,958+19.4% | $4,371+35.4% | $5,983-1.1% |
| Admin fee / account holder | $2,717 | $7,249-62.5% | $5,948-54.3% | $11,252-75.8% |