Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $121,973 | $185,883-34.4% | $170,043-28.3% | $139,466-12.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.03% | 60.54%-36.5pp | 53.40%-29.4pp | 373.66%-349.6pp |
| Employer contribution / active EE | $12,727 | $7,596+67.5% | $6,790+87.4% | $4,754+167.7% |
| Participant deferral / active EE | $13,234 | $11,626+13.8% | $10,410+27.1% | $6,712+97.2% |
| Admin fee / account holder | $29,710 | $15,393+93.0% | $12,824+131.7% | $11,409+160.4% |