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 | $107,256 | $85,206+25.9% | $172,745-37.9% | $72,986+47.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.05% | 27.32%-5.3pp | 802.90%-780.8pp | 81.01%-59.0pp |
| Employer contribution / active EE | $7,051 | $3,325+112.1% | $5,144+37.1% | $2,440+189.0% |
| Participant deferral / active EE | $4,637 | $3,260+42.2% | $5,197-10.8% | $3,607+28.6% |
| Admin fee / account holder | $8,177 | $5,883+39.0% | $13,954-41.4% | $5,124+59.6% |