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 | $109,717 | $57,305+91.5% | $86,640+26.6% | $75,173+46.0% |
| Participation rate | 87.7% | 63.2%+24.5pp | 71.7%+16.0pp | 67.2%+20.5pp |
| Annual return | 19.61% | 2674.24%-2654.6pp | 592.52%-572.9pp | 160.72%-141.1pp |
| Employer contribution / active EE | $8,230 | $2,316+255.3% | $3,024+172.1% | $2,671+208.1% |
| Participant deferral / active EE | $9,382 | $3,320+182.6% | $4,438+111.4% | $4,126+127.4% |
| Admin fee / account holder | $3,171 | $4,116-23.0% | $5,616-43.5% | $5,651-43.9% |