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 | $212,980 | $84,236+152.8% | $170,435+25.0% | $70,126+203.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 21.53% | 23.06%-1.5pp | 205.94%-184.4pp | 73.15%-51.6pp |
| Employer contribution / active EE | $15,996 | $3,387+372.3% | $5,432+194.5% | $2,343+582.9% |
| Participant deferral / active EE | $12,040 | $3,086+290.2% | $4,939+143.8% | $3,332+261.4% |
| Admin fee / account holder | $29,480 | $5,698+417.3% | $13,881+112.4% | $4,645+534.6% |