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 | $218,586 | $102,429+113.4% | $147,096+48.6% | $80,925+170.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.58% | 135.02%-119.4pp | 419.75%-404.2pp | 35.65%-20.1pp |
| Employer contribution / active EE | $9,818 | $3,716+164.2% | $4,936+98.9% | $2,756+256.2% |
| Participant deferral / active EE | $14,297 | $6,649+115.0% | $8,071+77.1% | $4,299+232.6% |
| Admin fee / account holder | $1,501 | $7,957-81.1% | $13,005-88.5% | $6,940-78.4% |