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 | $150,112 | $88,137+70.3% | $164,975-9.0% | $74,429+101.7% |
| Participation rate | 99.0% | 73.1%+25.9pp | 78.6%+20.4pp | 67.2%+31.8pp |
| Annual return | 15.21% | 17.13%-1.9pp | 70.12%-54.9pp | 1368.38%-1353.2pp |
| Employer contribution / active EE | $7,849 | $2,597+202.2% | $4,343+80.7% | $2,625+199.0% |
| Participant deferral / active EE | $8,138 | $4,501+80.8% | $6,033+34.9% | $4,348+87.1% |
| Admin fee / account holder | $10,650 | $2,231+377.2% | $12,688-16.1% | $1,944+447.7% |