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 | $162,936 | $56,197+189.9% | $67,652+140.8% | $59,633+173.2% |
| Participation rate | 98.7% | 71.5%+27.3pp | 75.7%+23.1pp | 68.7%+30.1pp |
| Annual return | 9.77% | 18508.10%-18498.3pp | 6625.40%-6615.6pp | 2041.45%-2031.7pp |
| Employer contribution / active EE | $2,831 | $1,615+75.4% | $2,266+25.0% | $2,203+28.5% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,192 | $3,958-69.9% | $4,821-75.3% | $4,297-72.3% |