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 | $150,511 | $160,040-6.0% | $147,096+2.3% | $145,877+3.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.15% | 98.49%-88.3pp | 419.75%-409.6pp | 551.28%-541.1pp |
| Employer contribution / active EE | $2,601 | $5,289-50.8% | $4,936-47.3% | $4,663-44.2% |
| Participant deferral / active EE | $10,971 | $8,429+30.2% | $8,071+35.9% | $6,691+64.0% |
| Admin fee / account holder | $7,572 | $15,050-49.7% | $13,005-41.8% | $13,402-43.5% |