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 | $159,741 | $107,363+48.8% | $92,909+71.9% | $152,897+4.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.17% | 145.63%-122.5pp | 109.44%-86.3pp | 345.43%-322.3pp |
| Employer contribution / active EE | $3,114 | $4,222-26.3% | $3,653-14.8% | $4,764-34.6% |
| Participant deferral / active EE | $8,244 | $4,848+70.1% | $4,238+94.5% | $5,851+40.9% |
| Admin fee / account holder | $24,959 | $7,082+252.5% | $5,795+330.7% | $11,599+115.2% |