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 | $100,142 | $85,171+17.6% | $172,753-42.0% | $72,976+37.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 26.98% | 27.32%-0.3pp | 803.00%-776.0pp | 81.02%-54.0pp |
| Employer contribution / active EE | $5,090 | $3,324+53.1% | $5,144-1.1% | $2,440+108.6% |
| Participant deferral / active EE | $6,224 | $3,260+90.9% | $5,198+19.8% | $3,608+72.5% |
| Admin fee / account holder | $1,344 | $5,880-77.1% | $13,956-90.4% | $5,124-73.8% |