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 | $148,084 | $73,546+101.4% | $63,018+135.0% | $147,586+0.3% |
| Participation rate | 95.5% | 77.9%+17.6pp | 74.8%+20.7pp | 82.8%+12.6pp |
| Annual return | 15.49% | 175.56%-160.1pp | 87.62%-72.1pp | 578.59%-563.1pp |
| Employer contribution / active EE | $9,352 | $3,324+181.4% | $2,761+238.8% | $4,876+91.8% |
| Participant deferral / active EE | $10,573 | $4,185+152.7% | $3,330+217.5% | $5,439+94.4% |
| Admin fee / account holder | $13,558 | $5,956+127.6% | $3,601+276.5% | $10,886+24.6% |