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 | $187,730 | $85,766+118.9% | $136,298+37.7% | $70,126+167.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.39% | 31.46%-12.1pp | 5156.27%-5136.9pp | 73.15%-53.8pp |
| Employer contribution / active EE | $7,649 | $2,966+157.9% | $4,696+62.9% | $2,343+226.5% |
| Participant deferral / active EE | $5,359 | $5,051+6.1% | $6,247-14.2% | $3,332+60.9% |
| Admin fee / account holder | $504 | $5,421-90.7% | $9,244-94.5% | $4,645-89.1% |