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 | $237,965 | $101,539+134.4% | $147,041+61.8% | $74,400+219.8% |
| Participation rate | 88.5% | 75.5%+13.0pp | 82.2%+6.4pp | 67.2%+21.3pp |
| Annual return | 17.34% | 8740.84%-8723.5pp | 419.21%-401.9pp | 1367.51%-1350.2pp |
| Employer contribution / active EE | $8,449 | $3,811+121.7% | $4,935+71.2% | $2,624+221.9% |
| Participant deferral / active EE | $22,446 | $7,304+207.3% | $8,071+178.1% | $4,348+416.2% |
| Admin fee / account holder | $23,218 | $1,749+1227.3% | $13,006+78.5% | $1,944+1094.6% |