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 | $138,829 | $72,071+92.6% | $68,368+103.1% | $137,256+1.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 24.00% | 353.14%-329.1pp | 292.57%-268.6pp | 220.34%-196.3pp |
| Employer contribution / active EE | $4,322 | $2,788+55.0% | $2,649+63.2% | $4,156+4.0% |
| Participant deferral / active EE | $7,398 | $4,410+67.8% | $4,123+79.5% | $6,407+15.5% |
| Admin fee / account holder | $11,072 | $5,336+107.5% | $5,150+115.0% | $12,270-9.8% |