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 | $221,497 | $63,346+249.7% | $92,240+140.1% | $70,126+215.9% |
| Participation rate | 95.9% | 68.7%+27.2pp | 76.5%+19.4pp | 69.5%+26.4pp |
| Annual return | 21.43% | 530.19%-508.8pp | 176.29%-154.9pp | 73.15%-51.7pp |
| Employer contribution / active EE | $11,837 | $2,471+379.0% | $3,680+221.7% | $2,343+405.3% |
| Participant deferral / active EE | $8,351 | $2,854+192.6% | $3,897+114.3% | $3,332+150.6% |
| Admin fee / account holder | $20,276 | $3,841+427.9% | $5,194+290.4% | $4,645+336.5% |