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 | $113,632 | $100,060+13.6% | $149,721-24.1% | $70,126+62.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 17.92% | 27.46%-9.5pp | 1501.67%-1483.8pp | 73.15%-55.2pp |
| Employer contribution / active EE | $5,901 | $3,661+61.2% | $5,444+8.4% | $2,343+151.9% |
| Participant deferral / active EE | $5,711 | $4,982+14.6% | $6,568-13.0% | $3,332+71.4% |
| Admin fee / account holder | $970 | $8,285-88.3% | $11,282-91.4% | $4,645-79.1% |