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 | $149,084 | $85,171+75.0% | $172,753-13.7% | $72,976+104.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.68% | 27.32%-7.6pp | 803.00%-783.3pp | 81.02%-61.3pp |
| Employer contribution / active EE | $9,289 | $3,324+179.5% | $5,144+80.6% | $2,440+280.7% |
| Participant deferral / active EE | $5,945 | $3,260+82.4% | $5,198+14.4% | $3,608+64.8% |
| Admin fee / account holder | $17,043 | $5,880+189.8% | $13,956+22.1% | $5,124+232.6% |