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 | $170,992 | $91,198+87.5% | $178,503-4.2% | $79,856+114.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.36% | 24.20%-10.8pp | 151.12%-137.8pp | 31.71%-18.3pp |
| Employer contribution / active EE | $8,014 | $3,257+146.1% | $5,011+59.9% | $2,471+224.3% |
| Participant deferral / active EE | $5,085 | $3,237+57.1% | $5,202-2.3% | $3,741+35.9% |
| Admin fee / account holder | $2,292 | $6,748-66.0% | $13,987-83.6% | $5,306-56.8% |