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 | $163,672 | $100,203+63.3% | $85,240+92.0% | $145,897+12.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.25% | 84.28%-75.0pp | 66.75%-57.5pp | 552.29%-543.0pp |
| Employer contribution / active EE | $3,097 | $3,242-4.5% | $2,735+13.2% | $4,663-33.6% |
| Participant deferral / active EE | $6,055 | $5,299+14.3% | $4,527+33.7% | $6,689-9.5% |
| Admin fee / account holder | $11,544 | $7,265+58.9% | $6,165+87.3% | $13,390-13.8% |