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 | $165,843 | $106,923+55.1% | $84,023+97.4% | $152,909+8.5% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 19.53% | 105.02%-85.5pp | 71.32%-51.8pp | 345.46%-325.9pp |
| Employer contribution / active EE | $9,756 | $2,735+256.6% | $1,984+391.7% | $4,764+104.8% |
| Participant deferral / active EE | $14,124 | $4,013+252.0% | $3,239+336.0% | $5,851+141.4% |
| Admin fee / account holder | $23,505 | $8,289+183.6% | $6,102+285.2% | $11,601+102.6% |