Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $155,160 | $101,591+52.7% | $147,096+5.5% | $74,429+108.5% |
| Participation rate | 97.4% | 75.5%+21.9pp | 82.2%+15.2pp | 67.2%+30.2pp |
| Annual return | 14.74% | 8746.45%-8731.7pp | 419.75%-405.0pp | 1368.38%-1353.6pp |
| Employer contribution / active EE | $5,370 | $3,813+40.9% | $4,936+8.8% | $2,625+104.6% |
| Participant deferral / active EE | $17,127 | $7,302+134.5% | $8,071+112.2% | $4,348+293.9% |
| Admin fee / account holder | $9,801 | $1,750+460.0% | $13,005-24.6% | $1,944+404.1% |