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 | $158,747 | $112,121+41.6% | $95,960+65.4% | $158,966-0.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.91% | 171.16%-160.3pp | 91.63%-80.7pp | 302.95%-292.0pp |
| Employer contribution / active EE | $8,557 | $3,199+167.5% | $2,541+236.7% | $4,762+79.7% |
| Participant deferral / active EE | $4,133 | $4,784-13.6% | $4,167-0.8% | $5,983-30.9% |
| Admin fee / account holder | $1,407 | $10,135-86.1% | $6,797-79.3% | $11,250-87.5% |