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 | $159,587 | $102,385+55.9% | $147,080+8.5% | $80,935+97.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.22% | 135.09%-121.9pp | 420.17%-406.9pp | 35.66%-22.4pp |
| Employer contribution / active EE | $8,832 | $3,717+137.6% | $4,933+79.0% | $2,757+220.4% |
| Participant deferral / active EE | $7,446 | $6,651+12.0% | $8,066-7.7% | $4,299+73.2% |
| Admin fee / account holder | $24,076 | $7,951+202.8% | $12,989+85.4% | $6,924+247.7% |