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 | $174,875 | $75,832+130.6% | $147,617+18.5% | $59,633+193.3% |
| Participation rate | 98.4% | 71.6%+26.8pp | 84.6%+13.7pp | 68.7%+29.7pp |
| Annual return | 4.37% | 0.37%+4.0pp | 61.98%-57.6pp | 2041.45%-2037.1pp |
| Employer contribution / active EE | $10,489 | $3,485+201.0% | $5,564+88.5% | $2,203+376.2% |
| Participant deferral / active EE | $7,903 | $3,131+152.4% | $4,895+61.4% | $3,192+147.6% |
| Admin fee / account holder | $39,540 | $5,986+560.6% | $11,612+240.5% | $4,297+820.2% |