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 | $144,445 | $217,432-33.6% | $185,849-22.3% | $167,536-13.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.98% | 148.42%-137.4pp | 122.10%-111.1pp | 478.82%-467.8pp |
| Employer contribution / active EE | $11,713 | $5,875+99.4% | $5,169+126.6% | $4,839+142.0% |
| Participant deferral / active EE | $8,714 | $6,357+37.1% | $5,569+56.5% | $6,342+37.4% |
| Admin fee / account holder | $1,185 | $19,818-94.0% | $16,244-92.7% | $12,315-90.4% |