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 | $131,519 | $70,366+86.9% | $66,674+97.3% | $138,895-5.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 15.58% | 386.41%-370.8pp | 321.24%-305.7pp | 145.39%-129.8pp |
| Employer contribution / active EE | $2,236 | $2,765-19.1% | $2,620-14.6% | $4,194-46.7% |
| Participant deferral / active EE | $14,418 | $4,374+229.6% | $4,084+253.0% | $6,396+125.4% |
| Admin fee / account holder | $31,456 | $5,262+497.7% | $5,098+517.0% | $12,562+150.4% |