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 | $249,201 | $101,672+145.1% | $147,117+69.4% | $74,478+234.6% |
| Participation rate | 92.0% | 75.5%+16.5pp | 82.2%+9.8pp | 67.2%+24.8pp |
| Annual return | 27.17% | 8757.83%-8730.7pp | 420.54%-393.4pp | 1370.56%-1343.4pp |
| Employer contribution / active EE | $21,464 | $3,813+462.9% | $4,932+335.2% | $2,626+717.3% |
| Participant deferral / active EE | $14,502 | $7,305+98.5% | $8,065+79.8% | $4,350+233.4% |
| Admin fee / account holder | $17,119 | $1,753+876.5% | $12,993+31.8% | $1,946+779.8% |