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 | $197,366 | $95,415+106.9% | $185,851+6.2% | $85,851+129.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.15% | 23.59%-10.4pp | 122.11%-109.0pp | 318.63%-305.5pp |
| Employer contribution / active EE | $5,879 | $3,314+77.4% | $5,168+13.7% | $2,565+129.2% |
| Participant deferral / active EE | $3,465 | $3,424+1.2% | $5,569-37.8% | $3,952-12.3% |
| Admin fee / account holder | $4,290 | $7,215-40.5% | $16,245-73.6% | $6,261-31.5% |