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 | $235,158 | $102,422+129.6% | $147,117+59.8% | $80,959+190.5% |
| Participation rate | 89.2% | 75.9%+13.3pp | 82.2%+7.0pp | 67.7%+21.5pp |
| Annual return | 15.01% | 135.16%-120.1pp | 420.54%-405.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $11,098 | $3,717+198.5% | $4,932+125.0% | $2,757+302.5% |
| Participant deferral / active EE | $5,140 | $6,652-22.7% | $8,065-36.3% | $4,300+19.5% |
| Admin fee / account holder | $8,889 | $7,953+11.8% | $12,993-31.6% | $6,925+28.4% |