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 | $129,999 | $89,367+45.5% | $141,191-7.9% | $72,975+78.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 28.02% | 111.87%-83.8pp | 71.41%-43.4pp | 81.01%-53.0pp |
| Employer contribution / active EE | $10,854 | $3,115+248.4% | $4,736+129.2% | $2,440+344.8% |
| Participant deferral / active EE | $7,574 | $5,419+39.8% | $6,710+12.9% | $3,608+109.9% |
| Admin fee / account holder | $1,737 | $5,957-70.8% | $10,264-83.1% | $5,124-66.1% |