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 | $152,228 | $102,382+48.7% | $147,005+3.6% | $80,874+88.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.69% | 134.89%-121.2pp | 418.76%-405.1pp | 35.62%-21.9pp |
| Employer contribution / active EE | $7,682 | $3,715+106.8% | $4,934+55.7% | $2,756+178.8% |
| Participant deferral / active EE | $8,972 | $6,646+35.0% | $8,070+11.2% | $4,297+108.8% |
| Admin fee / account holder | $34,107 | $7,942+329.4% | $13,006+162.2% | $6,935+391.8% |