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 | $146,042 | $129,239+13.0% | $93,419+56.3% | $158,966-8.1% |
| Participation rate | 100.0% | 70.9%+29.1pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 19.98% | 118.21%-98.2pp | 78.05%-58.1pp | 302.95%-283.0pp |
| Employer contribution / active EE | $2,031 | $2,711-25.1% | $2,075-2.1% | $4,762-57.4% |
| Participant deferral / active EE | $5,039 | $3,909+28.9% | $3,126+61.2% | $5,983-15.8% |
| Admin fee / account holder | $542 | $7,383-92.7% | $5,230-89.6% | $11,250-95.2% |