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 | $95,131 | $85,171+11.7% | $172,752-44.9% | $72,975+30.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.48% | 27.32%-3.8pp | 802.97%-779.5pp | 81.01%-57.5pp |
| Employer contribution / active EE | $8,749 | $3,324+163.2% | $5,144+70.1% | $2,440+258.6% |
| Participant deferral / active EE | $9,415 | $3,260+188.8% | $5,198+81.1% | $3,608+161.0% |
| Admin fee / account holder | $6,566 | $5,880+11.7% | $13,955-52.9% | $5,124+28.1% |