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 | $137,487 | $85,171+61.4% | $172,752-20.4% | $72,975+88.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.75% | 27.32%-5.6pp | 802.97%-781.2pp | 81.01%-59.3pp |
| Employer contribution / active EE | $4,230 | $3,324+27.3% | $5,144-17.8% | $2,440+73.4% |
| Participant deferral / active EE | $5,049 | $3,260+54.9% | $5,198-2.9% | $3,608+39.9% |
| Admin fee / account holder | $2,035 | $5,880-65.4% | $13,955-85.4% | $5,124-60.3% |