Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $151,701 | $183,592-17.4% | $155,567-2.5% | $145,959+3.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.94% | 61.24%-44.3pp | 64.74%-47.8pp | 561.95%-545.0pp |
| Employer contribution / active EE | $1,156 | $5,315-78.3% | $4,674-75.3% | $4,661-75.2% |
| Participant deferral / active EE | $19,492 | $6,464+201.5% | $5,628+246.4% | $6,689+191.4% |
| Admin fee / account holder | $5,152 | $19,318-73.3% | $15,916-67.6% | $13,398-61.5% |