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 | $140,368 | $48,284+190.7% | $67,524+107.9% | $80,911+73.5% |
| Participation rate | 98.4% | 66.4%+32.0pp | 72.9%+25.5pp | 67.6%+30.8pp |
| Annual return | 51.17% | 18.27%+32.9pp | 3519.41%-3468.2pp | 35.63%+15.5pp |
| Employer contribution / active EE | $4,102 | $2,021+102.9% | $2,734+50.0% | $2,756+48.8% |
| Participant deferral / active EE | $4,717 | $2,927+61.2% | $4,001+17.9% | $4,297+9.8% |
| Admin fee / account holder | $28,821 | $3,688+681.5% | $4,001+620.4% | $6,935+315.6% |