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 | $171,768 | $111,878+53.5% | $93,727+83.3% | $145,897+17.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.10% | 204.28%-191.2pp | 133.83%-120.7pp | 552.29%-539.2pp |
| Employer contribution / active EE | $3,553 | $3,092+14.9% | $2,421+46.7% | $4,663-23.8% |
| Participant deferral / active EE | $5,895 | $4,920+19.8% | $4,417+33.4% | $6,689-11.9% |
| Admin fee / account holder | $33,854 | $10,256+230.1% | $8,292+308.3% | $13,390+152.8% |