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 | $113,447 | $65,555+73.1% | $86,216+31.6% | $75,173+50.9% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 24.61% | 46.07%-21.5pp | 1169.42%-1144.8pp | 160.72%-136.1pp |
| Employer contribution / active EE | $2,717 | $1,553+74.9% | $2,382+14.1% | $2,671+1.7% |
| Participant deferral / active EE | $3,889 | $3,023+28.6% | $3,986-2.4% | $4,126-5.8% |
| Admin fee / account holder | $5,698 | $5,469+4.2% | $6,853-16.9% | $5,651+0.8% |