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 | $245,787 | $156,963+56.6% | $121,204+102.8% | $139,466+76.2% |
| Participation rate | 91.7% | 76.5%+15.2pp | 69.5%+22.1pp | 80.3%+11.3pp |
| Annual return | 12.81% | 1476.75%-1463.9pp | 987.18%-974.4pp | 373.66%-360.9pp |
| Employer contribution / active EE | $8,366 | $5,544+50.9% | $4,170+100.6% | $4,754+76.0% |
| Participant deferral / active EE | $2,209 | $4,848-54.4% | $4,083-45.9% | $6,712-67.1% |
| Admin fee / account holder | $11,193 | $6,953+61.0% | $5,651+98.1% | $11,409-1.9% |