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 | $140,849 | $183,516-23.2% | $155,534-9.4% | $145,884-3.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.46% | 61.43%-50.0pp | 64.92%-53.5pp | 551.85%-540.4pp |
| Employer contribution / active EE | $7,706 | $5,315+45.0% | $4,675+64.8% | $4,662+65.3% |
| Participant deferral / active EE | $9,746 | $6,467+50.7% | $5,630+73.1% | $6,690+45.7% |
| Admin fee / account holder | $264,249 | $19,293+1269.6% | $15,900+1562.0% | $13,392+1873.2% |