Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $158,492 | $102,595+54.5% | $94,057+68.5% | $154,746+2.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 17.83% | 583.42%-565.6pp | 480.62%-462.8pp | 172.34%-154.5pp |
| Employer contribution / active EE | $16,011 | $3,147+408.7% | $2,933+445.9% | $4,379+265.6% |
| Participant deferral / active EE | $11,523 | $5,118+125.1% | $4,709+144.7% | $6,730+71.2% |
| Admin fee / account holder | $3,526 | $7,736-54.4% | $7,244-51.3% | $14,365-75.5% |