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 | $144,566 | $105,198+37.4% | $159,455-9.3% | $85,856+68.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 21.92% | 45.08%-23.2pp | 263.63%-241.7pp | 318.58%-296.7pp |
| Employer contribution / active EE | $9,685 | $3,319+191.8% | $4,830+100.5% | $2,565+277.6% |
| Participant deferral / active EE | $3,865 | $5,946-35.0% | $7,353-47.4% | $3,952-2.2% |
| Admin fee / account holder | $9,255 | $6,934+33.5% | $10,800-14.3% | $6,261+47.8% |