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 | $237,009 | $100,203+136.5% | $85,240+178.0% | $145,897+62.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.26% | 84.28%-74.0pp | 66.75%-56.5pp | 552.29%-542.0pp |
| Employer contribution / active EE | $5,218 | $3,242+61.0% | $2,735+90.8% | $4,663+11.9% |
| Participant deferral / active EE | $15,444 | $5,299+191.5% | $4,527+241.1% | $6,689+130.9% |
| Admin fee / account holder | $1,124 | $7,265-84.5% | $6,165-81.8% | $13,390-91.6% |