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 | $130,416 | $85,171+53.1% | $172,753-24.5% | $72,976+78.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.01% | 27.32%-4.3pp | 803.00%-780.0pp | 81.02%-58.0pp |
| Employer contribution / active EE | $7,507 | $3,324+125.8% | $5,144+45.9% | $2,440+207.7% |
| Participant deferral / active EE | $4,603 | $3,260+41.2% | $5,198-11.4% | $3,608+27.6% |
| Admin fee / account holder | $4,842 | $5,880-17.7% | $13,956-65.3% | $5,124-5.5% |