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 | $153,908 | $169,336-9.1% | $129,384+19.0% | $145,884+5.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.96% | 14408.70%-14393.7pp | 9461.77%-9446.8pp | 551.85%-536.9pp |
| Employer contribution / active EE | $3,965 | $5,540-28.4% | $4,153-4.5% | $4,662-15.0% |
| Participant deferral / active EE | $15,786 | $4,985+216.7% | $4,166+279.0% | $6,690+136.0% |
| Admin fee / account holder | $39,768 | $9,912+301.2% | $7,686+417.4% | $13,392+197.0% |