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 | $186,124 | $60,139+209.5% | $90,461+105.8% | $79,856+133.1% |
| Participation rate | 96.0% | 65.0%+31.0pp | 72.7%+23.3pp | 69.6%+26.4pp |
| Annual return | 17.24% | 71.96%-54.7pp | 1294.76%-1277.5pp | 31.71%-14.5pp |
| Employer contribution / active EE | $7,570 | $2,069+265.9% | $3,264+131.9% | $2,471+206.3% |
| Participant deferral / active EE | $5,725 | $2,939+94.8% | $3,964+44.4% | $3,741+53.0% |
| Admin fee / account holder | $1,105 | $3,978-72.2% | $5,617-80.3% | $5,306-79.2% |