Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $198,018 | $80,674+145.5% | $119,126+66.2% | $64,340+207.8% |
| Participation rate | 95.3% | 55.2%+40.1pp | 75.8%+19.5pp | 55.2%+40.0pp |
| Annual return | 57.52% | 26.86%+30.7pp | 282.11%-224.6pp | 24.14%+33.4pp |
| Employer contribution / active EE | $11,480 | $2,564+347.7% | $4,034+184.6% | $1,862+516.6% |
| Participant deferral / active EE | $0 | $3,053-100.0% | $5,318-100.0% | $2,980-100.0% |
| Admin fee / account holder | $6,672 | $4,559+46.3% | $10,693-37.6% | $3,703+80.2% |