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 | $225,778 | $109,344+106.5% | $89,400+152.5% | $158,950+42.0% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.0%+22.9pp | 82.0%+8.9pp |
| Annual return | 11.65% | 345.73%-334.1pp | 245.64%-234.0pp | 302.91%-291.3pp |
| Employer contribution / active EE | $6,818 | $3,170+115.1% | $2,586+163.7% | $4,762+43.2% |
| Participant deferral / active EE | $4,151 | $4,599-9.7% | $3,890+6.7% | $5,983-30.6% |
| Admin fee / account holder | $641 | $6,154-89.6% | $4,882-86.9% | $11,248-94.3% |