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 | $137,943 | $98,776+39.7% | $149,745-7.9% | $79,856+72.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.03% | 27.38%-11.3pp | 276.72%-260.7pp | 31.71%-15.7pp |
| Employer contribution / active EE | $9,880 | $3,217+207.1% | $4,646+112.7% | $2,471+299.8% |
| Participant deferral / active EE | $12,884 | $5,681+126.8% | $6,843+88.3% | $3,741+244.4% |
| Admin fee / account holder | $7,366 | $6,053+21.7% | $9,312-20.9% | $5,306+38.8% |