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 | $195,845 | $100,073+95.7% | $85,126+130.1% | $145,877+34.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.84% | 84.11%-71.3pp | 66.63%-53.8pp | 551.28%-538.4pp |
| Employer contribution / active EE | $18,554 | $3,236+473.3% | $2,731+579.3% | $4,663+297.9% |
| Participant deferral / active EE | $11,044 | $5,294+108.6% | $4,523+144.2% | $6,691+65.1% |
| Admin fee / account holder | $17,744 | $7,261+144.4% | $6,160+188.0% | $13,402+32.4% |