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 | $175,530 | $105,200+66.9% | $159,474+10.1% | $85,847+104.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.88% | 45.08%-27.2pp | 263.68%-245.8pp | 318.61%-300.7pp |
| Employer contribution / active EE | $12,846 | $3,319+287.1% | $4,831+165.9% | $2,565+400.8% |
| Participant deferral / active EE | $10,314 | $5,946+73.5% | $7,353+40.3% | $3,952+161.0% |
| Admin fee / account holder | $8,469 | $6,934+22.1% | $10,802-21.6% | $6,261+35.3% |