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 | $226,289 | $102,429+120.9% | $147,096+53.8% | $80,925+179.6% |
| Participation rate | 98.0% | 75.9%+22.1pp | 82.2%+15.8pp | 67.7%+30.3pp |
| Annual return | 12.67% | 135.02%-122.4pp | 419.75%-407.1pp | 35.65%-23.0pp |
| Employer contribution / active EE | $12,089 | $3,716+225.3% | $4,936+144.9% | $2,756+338.6% |
| Participant deferral / active EE | $9,516 | $6,649+43.1% | $8,071+17.9% | $4,299+121.4% |
| Admin fee / account holder | $10,979 | $7,957+38.0% | $13,005-15.6% | $6,940+58.2% |