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 | $143,468 | $118,708+20.9% | $98,920+45.0% | $158,982-9.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 10.42% | 372.49%-362.1pp | 196.47%-186.1pp | 302.99%-292.6pp |
| Employer contribution / active EE | $8,449 | $3,334+153.4% | $2,689+214.2% | $4,763+77.4% |
| Participant deferral / active EE | $7,217 | $5,089+41.8% | $4,245+70.0% | $5,983+20.6% |
| Admin fee / account holder | $2,832 | $10,134-72.1% | $6,643-57.4% | $11,252-74.8% |