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 | $153,788 | $70,366+118.6% | $66,674+130.7% | $138,895+10.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 19.80% | 386.41%-366.6pp | 321.24%-301.4pp | 145.39%-125.6pp |
| Employer contribution / active EE | $8,169 | $2,765+195.4% | $2,620+211.8% | $4,194+94.8% |
| Participant deferral / active EE | $5,683 | $4,374+29.9% | $4,084+39.1% | $6,396-11.2% |
| Admin fee / account holder | $1,169 | $5,262-77.8% | $5,098-77.1% | $12,562-90.7% |