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 | $116,712 | $70,366+65.9% | $66,674+75.0% | $138,895-16.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 19.48% | 386.41%-366.9pp | 321.24%-301.8pp | 145.39%-125.9pp |
| Employer contribution / active EE | $4,276 | $2,765+54.6% | $2,620+63.2% | $4,194+1.9% |
| Participant deferral / active EE | $12,924 | $4,374+195.5% | $4,084+216.4% | $6,396+102.1% |
| Admin fee / account holder | $910 | $5,262-82.7% | $5,098-82.2% | $12,562-92.8% |