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 | $217,025 | $88,754+144.5% | $81,820+165.2% | $145,877+48.8% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 12.70% | 1031.77%-1019.1pp | 777.93%-765.2pp | 551.28%-538.6pp |
| Employer contribution / active EE | $13,829 | $3,085+348.2% | $2,915+374.4% | $4,663+196.6% |
| Participant deferral / active EE | $12,090 | $4,648+160.1% | $4,323+179.7% | $6,691+80.7% |
| Admin fee / account holder | $2,268 | $8,424-73.1% | $7,391-69.3% | $13,402-83.1% |