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 | $97,532 | $47,479+105.4% | $62,929+55.0% | $82,448+18.3% |
| Participation rate | 96.8% | 66.9%+29.9pp | 73.1%+23.7pp | 68.1%+28.7pp |
| Annual return | 13.96% | 20.34%-6.4pp | 1063.93%-1050.0pp | 41.64%-27.7pp |
| Employer contribution / active EE | $3,211 | $1,885+70.3% | $2,505+28.2% | $2,551+25.9% |
| Participant deferral / active EE | $8,207 | $2,870+185.9% | $3,888+111.1% | $4,139+98.3% |
| Admin fee / account holder | $19,045 | $3,804+400.7% | $5,065+276.0% | $7,234+163.3% |