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 | $102,524 | $65,566+56.4% | $86,235+18.9% | $75,177+36.4% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 16.58% | 46.07%-29.5pp | 1170.03%-1153.4pp | 160.75%-144.2pp |
| Employer contribution / active EE | $2,001 | $1,553+28.8% | $2,381-16.0% | $2,671-25.1% |
| Participant deferral / active EE | $3,642 | $3,023+20.5% | $3,987-8.7% | $4,126-11.7% |
| Admin fee / account holder | $6,137 | $5,470+12.2% | $6,856-10.5% | $5,651+8.6% |