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 | $136,048 | $65,566+107.5% | $86,235+57.8% | $75,177+81.0% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 12.96% | 46.07%-33.1pp | 1170.03%-1157.1pp | 160.75%-147.8pp |
| Employer contribution / active EE | $7,800 | $1,553+402.2% | $2,381+227.6% | $2,671+192.0% |
| Participant deferral / active EE | $3,335 | $3,023+10.3% | $3,987-16.4% | $4,126-19.2% |
| Admin fee / account holder | $5,851 | $5,470+7.0% | $6,856-14.7% | $5,651+3.5% |