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 | $232,475 | $111,814+107.9% | $93,654+148.2% | $145,959+59.3% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 9.58% | 203.30%-193.7pp | 133.34%-123.8pp | 561.95%-552.4pp |
| Employer contribution / active EE | $6,861 | $3,092+121.9% | $2,421+183.4% | $4,661+47.2% |
| Participant deferral / active EE | $5,432 | $4,914+10.5% | $4,413+23.1% | $6,689-18.8% |
| Admin fee / account holder | $569 | $10,246-94.4% | $8,282-93.1% | $13,398-95.7% |