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 | $168,480 | $47,479+254.9% | $62,929+167.7% | $82,448+104.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 12.93% | 20.34%-7.4pp | 1063.93%-1051.0pp | 41.64%-28.7pp |
| Employer contribution / active EE | $6,194 | $1,885+228.5% | $2,505+147.3% | $2,551+142.8% |
| Participant deferral / active EE | $5,774 | $2,870+101.1% | $3,888+48.5% | $4,139+39.5% |
| Admin fee / account holder | $33,627 | $3,804+784.0% | $5,065+564.0% | $7,234+364.8% |