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 | $139,355 | $152,612-8.7% | $125,192+11.3% | $152,897-8.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 24.35% | 54.85%-30.5pp | 43.79%-19.4pp | 345.43%-321.1pp |
| Employer contribution / active EE | $7,070 | $4,947+42.9% | $3,866+82.9% | $4,764+48.4% |
| Participant deferral / active EE | $4,654 | $5,868-20.7% | $4,937-5.7% | $5,851-20.5% |
| Admin fee / account holder | $6,462 | $13,437-51.9% | $9,704-33.4% | $11,599-44.3% |