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 | $159,962 | $88,815+80.1% | $81,882+95.4% | $145,897+9.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.09% | 1033.75%-1020.7pp | 779.47%-766.4pp | 552.29%-539.2pp |
| Employer contribution / active EE | $3,999 | $3,086+29.6% | $2,916+37.1% | $4,663-14.2% |
| Participant deferral / active EE | $7,667 | $4,647+65.0% | $4,323+77.3% | $6,689+14.6% |
| Admin fee / account holder | $1,037 | $8,434-87.7% | $7,360-85.9% | $13,390-92.3% |