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 | $114,171 | $85,171+34.0% | $172,752-33.9% | $72,975+56.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.90% | 27.32%-1.4pp | 802.97%-777.1pp | 81.01%-55.1pp |
| Employer contribution / active EE | $6,585 | $3,324+98.1% | $5,144+28.0% | $2,440+169.9% |
| Participant deferral / active EE | $4,569 | $3,260+40.2% | $5,198-12.1% | $3,608+26.7% |
| Admin fee / account holder | $2,661 | $5,880-54.7% | $13,955-80.9% | $5,124-48.1% |