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 | $244,094 | $102,382+138.4% | $147,005+66.0% | $80,874+201.8% |
| Participation rate | 96.9% | 75.8%+21.0pp | 82.2%+14.7pp | 67.6%+29.2pp |
| Annual return | 21.31% | 134.89%-113.6pp | 418.76%-397.5pp | 35.62%-14.3pp |
| Employer contribution / active EE | $9,364 | $3,715+152.1% | $4,934+89.8% | $2,756+239.8% |
| Participant deferral / active EE | $12,775 | $6,646+92.2% | $8,070+58.3% | $4,297+197.3% |
| Admin fee / account holder | $29,216 | $7,942+267.8% | $13,006+124.6% | $6,935+321.3% |