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 | $98,048 | $49,896+96.5% | $80,627+21.6% | $75,173+30.4% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 15.95% | 34.67%-18.7pp | 936.76%-920.8pp | 160.72%-144.8pp |
| Employer contribution / active EE | $3,604 | $1,699+112.2% | $2,723+32.4% | $2,671+34.9% |
| Participant deferral / active EE | $7,094 | $2,992+137.1% | $4,443+59.7% | $4,126+71.9% |
| Admin fee / account holder | $2,158 | $3,578-39.7% | $5,381-59.9% | $5,651-61.8% |