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 | $172,131 | $109,863+56.7% | $98,477+74.8% | $167,518+2.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.76% | 1958.09%-1942.3pp | 1493.59%-1477.8pp | 478.71%-462.9pp |
| Employer contribution / active EE | $4,943 | $3,225+53.3% | $2,961+66.9% | $4,838+2.2% |
| Participant deferral / active EE | $14,348 | $4,673+207.0% | $4,276+235.5% | $6,342+126.2% |
| Admin fee / account holder | $597 | $6,755-91.2% | $5,951-90.0% | $12,312-95.2% |