Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $150,050 | $176,402-14.9% | $134,162+11.8% | $158,982-5.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 15.10% | 63.66%-48.6pp | 36.35%-21.2pp | 302.99%-287.9pp |
| Employer contribution / active EE | $1,537 | $5,042-69.5% | $3,705-58.5% | $4,763-67.7% |
| Participant deferral / active EE | $10,150 | $4,093+148.0% | $3,500+190.0% | $5,983+69.6% |
| Admin fee / account holder | $14,344 | $8,719+64.5% | $6,685+114.6% | $11,252+27.5% |