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 | $160,594 | $100,895+59.2% | $90,430+77.6% | $158,950+1.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 36.54% | 1725.54%-1689.0pp | 1293.73%-1257.2pp | 302.91%-266.4pp |
| Employer contribution / active EE | $6,107 | $3,689+65.6% | $3,262+87.2% | $4,762+28.3% |
| Participant deferral / active EE | $1,817 | $4,347-58.2% | $3,963-54.2% | $5,983-69.6% |
| Admin fee / account holder | $10,629 | $6,505+63.4% | $5,613+89.3% | $11,248-5.5% |