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 | $152,568 | $65,434+133.2% | $98,483+54.9% | $85,847+77.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 30.47% | 21.75%+8.7pp | 1494.38%-1463.9pp | 318.61%-288.1pp |
| Employer contribution / active EE | $7,814 | $2,169+260.3% | $2,961+163.9% | $2,565+204.6% |
| Participant deferral / active EE | $11,483 | $3,168+262.5% | $4,276+168.5% | $3,952+190.5% |
| Admin fee / account holder | $9,299 | $4,595+102.4% | $5,953+56.2% | $6,261+48.5% |