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 | $149,004 | $102,547+45.3% | $78,210+90.5% | $147,585+1.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 16.53% | 51.08%-34.6pp | 40.90%-24.4pp | 578.57%-562.0pp |
| Employer contribution / active EE | $10,976 | $2,617+319.4% | $2,034+439.7% | $4,876+125.1% |
| Participant deferral / active EE | $5,438 | $3,481+56.2% | $2,823+92.7% | $5,4390% |
| Admin fee / account holder | $73,905 | $5,059+1360.9% | $3,758+1866.4% | $10,885+578.9% |