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 | $151,742 | $106,905+41.9% | $84,020+80.6% | $152,885-0.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 15.03% | 105.00%-90.0pp | 71.31%-56.3pp | 345.39%-330.4pp |
| Employer contribution / active EE | $3,670 | $2,735+34.2% | $1,984+85.0% | $4,763-23.0% |
| Participant deferral / active EE | $8,026 | $4,012+100.1% | $3,239+147.8% | $5,851+37.2% |
| Admin fee / account holder | $1,482 | $8,287-82.1% | $6,101-75.7% | $11,598-87.2% |