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 | $168,278 | $103,038+63.3% | $90,324+86.3% | $152,909+10.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.75% | 95.25%-74.5pp | 78.15%-57.4pp | 345.46%-324.7pp |
| Employer contribution / active EE | $5,545 | $3,141+76.6% | $2,856+94.2% | $4,764+16.4% |
| Participant deferral / active EE | $7,886 | $4,282+84.2% | $3,885+103.0% | $5,851+34.8% |
| Admin fee / account holder | $1,388 | $6,177-77.5% | $5,356-74.1% | $11,601-88.0% |