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 | $216,611 | $84,236+157.1% | $170,435+27.1% | $70,126+208.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.77% | 23.06%-8.3pp | 205.94%-191.2pp | 73.15%-58.4pp |
| Employer contribution / active EE | $9,552 | $3,387+182.0% | $5,432+75.8% | $2,343+307.8% |
| Participant deferral / active EE | $7,140 | $3,086+131.4% | $4,939+44.6% | $3,332+114.3% |
| Admin fee / account holder | $2,403 | $5,698-57.8% | $13,881-82.7% | $4,645-48.3% |