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 | $155,391 | $111,830+39.0% | $93,696+65.8% | $145,884+6.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.23% | 204.08%-195.8pp | 133.74%-125.5pp | 551.85%-543.6pp |
| Employer contribution / active EE | $4,363 | $3,093+41.1% | $2,422+80.1% | $4,662-6.4% |
| Participant deferral / active EE | $4,903 | $4,920-0.4% | $4,417+11.0% | $6,690-26.7% |
| Admin fee / account holder | $1,055 | $10,249-89.7% | $8,287-87.3% | $13,392-92.1% |