Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $131,382 | $69,248+89.7% | $64,101+105.0% | $139,466-5.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.99% | 45.95%-31.0pp | 33.72%-18.7pp | 373.66%-358.7pp |
| Employer contribution / active EE | $5,604 | $3,185+76.0% | $2,749+103.9% | $4,754+17.9% |
| Participant deferral / active EE | $14,761 | $4,682+215.3% | $3,881+280.4% | $6,712+119.9% |
| Admin fee / account holder | $34,890 | $4,247+721.4% | $3,070+1036.4% | $11,409+205.8% |