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 | $154,138 | $107,368+43.6% | $92,915+65.9% | $152,909+0.8% |
| Participation rate | 95.7% | 79.8%+15.9pp | 76.0%+19.6pp | 82.5%+13.2pp |
| Annual return | 24.12% | 145.64%-121.5pp | 109.45%-85.3pp | 345.46%-321.3pp |
| Employer contribution / active EE | $7,238 | $4,222+71.4% | $3,653+98.1% | $4,764+51.9% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,589 | $7,082-77.6% | $5,796-72.6% | $11,601-86.3% |