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 | $107,594 | $53,841+99.8% | $75,731+42.1% | $85,851+25.3% |
| Participation rate | 100.0% | 69.0%+31.0pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 16.29% | 24.54%-8.2pp | 104.65%-88.4pp | 318.63%-302.3pp |
| Employer contribution / active EE | $6,914 | $2,017+242.8% | $2,743+152.1% | $2,565+169.5% |
| Participant deferral / active EE | $9,608 | $2,895+231.9% | $3,820+151.5% | $3,952+143.1% |
| Admin fee / account holder | $6,725 | $3,340+101.3% | $3,620+85.8% | $6,261+7.4% |