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 | $163,553 | $144,130+13.5% | $117,860+38.8% | $147,585+10.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 10.32% | 531.20%-520.9pp | 335.10%-324.8pp | 578.58%-568.3pp |
| Employer contribution / active EE | $9,119 | $4,897+86.2% | $3,786+140.8% | $4,876+87.0% |
| Participant deferral / active EE | $3,668 | $5,316-31.0% | $4,482-18.2% | $5,439-32.6% |
| Admin fee / account holder | $60,810 | $10,887+458.6% | $8,021+658.2% | $10,886+458.6% |