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 | $102,831 | $70,684+45.5% | $169,390-39.3% | $75,173+36.8% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 18.52% | 36.38%-17.9pp | 406.07%-387.6pp | 160.72%-142.2pp |
| Employer contribution / active EE | $8,460 | $2,211+282.7% | $4,013+110.8% | $2,671+216.8% |
| Participant deferral / active EE | $10,778 | $4,310+150.1% | $6,222+73.2% | $4,126+161.2% |
| Admin fee / account holder | $16,973 | $5,404+214.1% | $9,015+88.3% | $5,651+200.4% |