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 | $248,579 | $102,385+142.8% | $147,080+69.0% | $80,935+207.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.34% | 135.09%-118.7pp | 420.17%-403.8pp | 35.66%-19.3pp |
| Employer contribution / active EE | $18,119 | $3,717+387.5% | $4,933+267.3% | $2,757+557.3% |
| Participant deferral / active EE | $19,989 | $6,651+200.6% | $8,066+147.8% | $4,299+364.9% |
| Admin fee / account holder | $8,558 | $7,951+7.6% | $12,989-34.1% | $6,924+23.6% |