Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $125,748 | $185,883-32.4% | $170,043-26.0% | $139,466-9.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.30% | 60.54%-43.2pp | 53.40%-36.1pp | 373.66%-356.4pp |
| Employer contribution / active EE | $15,575 | $7,596+105.0% | $6,790+129.4% | $4,754+227.6% |
| Participant deferral / active EE | $10,685 | $11,626-8.1% | $10,410+2.6% | $6,712+59.2% |
| Admin fee / account holder | $85,830 | $15,393+457.6% | $12,824+569.3% | $11,409+652.3% |