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 | $143,571 | $115,810+24.0% | $101,271+41.8% | $158,966-9.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.14% | 56.15%-47.0pp | 46.48%-37.3pp | 302.95%-293.8pp |
| Employer contribution / active EE | $3,263 | $4,175-21.9% | $3,660-10.9% | $4,762-31.5% |
| Participant deferral / active EE | $8,656 | $4,958+74.6% | $4,371+98.0% | $5,983+44.7% |
| Admin fee / account holder | $4,726 | $7,248-34.8% | $5,948-20.5% | $11,250-58.0% |