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 | $116,253 | $85,171+36.5% | $172,752-32.7% | $72,975+59.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.42% | 27.32%-4.9pp | 802.97%-780.6pp | 81.01%-58.6pp |
| Employer contribution / active EE | $4,972 | $3,324+49.6% | $5,144-3.3% | $2,440+103.8% |
| Participant deferral / active EE | $4,069 | $3,260+24.8% | $5,198-21.7% | $3,608+12.8% |
| Admin fee / account holder | $1,979 | $5,880-66.3% | $13,955-85.8% | $5,124-61.4% |