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 | $202,593 | $88,754+128.3% | $81,820+147.6% | $145,877+38.9% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 13.29% | 1031.77%-1018.5pp | 777.93%-764.6pp | 551.28%-538.0pp |
| Employer contribution / active EE | $6,079 | $3,085+97.0% | $2,915+108.5% | $4,663+30.4% |
| Participant deferral / active EE | $11,208 | $4,648+141.1% | $4,323+159.3% | $6,691+67.5% |
| Admin fee / account holder | $4,725 | $8,424-43.9% | $7,391-36.1% | $13,402-64.7% |