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 | $126,359 | $57,305+120.5% | $86,640+45.8% | $75,173+68.1% |
| Participation rate | 80.9% | 63.2%+17.6pp | 71.7%+9.1pp | 67.2%+13.6pp |
| Annual return | 14.86% | 2674.24%-2659.4pp | 592.52%-577.7pp | 160.72%-145.9pp |
| Employer contribution / active EE | $7,992 | $2,316+245.0% | $3,024+164.3% | $2,671+199.2% |
| Participant deferral / active EE | $10,091 | $3,320+204.0% | $4,438+127.4% | $4,126+144.6% |
| Admin fee / account holder | $16,639 | $4,116+304.3% | $5,616+196.3% | $5,651+194.5% |