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 | $123,914 | $65,440+89.4% | $98,506+25.8% | $85,851+44.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 12.18% | 21.75%-9.6pp | 1494.92%-1482.7pp | 318.63%-306.5pp |
| Employer contribution / active EE | $1,332 | $2,169-38.6% | $2,961-55.0% | $2,565-48.1% |
| Participant deferral / active EE | $8,825 | $3,168+178.6% | $4,277+106.3% | $3,952+123.3% |
| Admin fee / account holder | $30,038 | $4,596+553.6% | $5,955+404.4% | $6,261+379.8% |