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 | $161,173 | $180,749-10.8% | $160,784+0.2% | $137,256+17.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 12.91% | 2234.46%-2221.6pp | 1803.92%-1791.0pp | 220.34%-207.4pp |
| Employer contribution / active EE | $3,343 | $4,155-19.6% | $3,733-10.5% | $4,156-19.6% |
| Participant deferral / active EE | $3,474 | $6,844-49.2% | $6,293-44.8% | $6,407-45.8% |
| Admin fee / account holder | $15,017 | $10,397+44.4% | $9,717+54.5% | $12,270+22.4% |