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 | $249,969 | $104,479+139.3% | $159,474+56.7% | $79,391+214.9% |
| Participation rate | 94.7% | 76.6%+18.1pp | 82.8%+11.9pp | 70.7%+24.0pp |
| Annual return | 17.51% | 67.98%-50.5pp | 263.68%-246.2pp | 116.88%-99.4pp |
| Employer contribution / active EE | $6,301 | $3,417+84.4% | $4,831+30.4% | $2,428+159.5% |
| Participant deferral / active EE | $15,309 | $6,468+136.7% | $7,353+108.2% | $4,046+278.4% |
| Admin fee / account holder | $3,972 | $711+458.4% | $10,802-63.2% | $627+534.0% |