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 | $148,846 | $185,883-19.9% | $170,043-12.5% | $139,466+6.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.35% | 60.54%-42.2pp | 53.40%-35.1pp | 373.66%-355.3pp |
| Employer contribution / active EE | $11,202 | $7,596+47.5% | $6,790+65.0% | $4,754+135.6% |
| Participant deferral / active EE | $20,115 | $11,626+73.0% | $10,410+93.2% | $6,712+199.7% |
| Admin fee / account holder | $2,350 | $15,393-84.7% | $12,824-81.7% | $11,409-79.4% |