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 | $100,254 | $29,716+237.4% | $56,077+78.8% | $80,925+23.9% |
| Participation rate | 86.5% | 41.7%+44.8pp | 52.5%+34.0pp | 67.7%+18.8pp |
| Annual return | 11.68% | 35.30%-23.6pp | 1709.28%-1697.6pp | 35.65%-24.0pp |
| Employer contribution / active EE | $5,637 | $671+740.1% | $1,040+441.9% | $2,756+104.5% |
| Participant deferral / active EE | $6,038 | $1,228+391.5% | $1,954+209.0% | $4,299+40.5% |
| Admin fee / account holder | $5,692 | $2,432+134.0% | $2,825+101.5% | $6,940-18.0% |