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 | $199,028 | $84,741+134.9% | $75,731+162.8% | $167,553+18.8% |
| Participation rate | 94.1% | 77.8%+16.3pp | 74.8%+19.3pp | 82.1%+12.0pp |
| Annual return | 14.19% | 199.72%-185.5pp | 104.65%-90.5pp | 478.89%-464.7pp |
| Employer contribution / active EE | $9,748 | $3,230+201.8% | $2,743+255.4% | $4,840+101.4% |
| Participant deferral / active EE | $12,840 | $4,577+180.5% | $3,820+236.1% | $6,343+102.4% |
| Admin fee / account holder | $3,473 | $5,361-35.2% | $3,620-4.1% | $12,316-71.8% |