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 | $188,610 | $102,429+84.1% | $147,096+28.2% | $80,925+133.1% |
| Participation rate | 95.5% | 75.9%+19.6pp | 82.2%+13.3pp | 67.7%+27.8pp |
| Annual return | 15.57% | 135.02%-119.5pp | 419.75%-404.2pp | 35.65%-20.1pp |
| Employer contribution / active EE | $5,809 | $3,716+56.3% | $4,936+17.7% | $2,756+110.8% |
| Participant deferral / active EE | $10,294 | $6,649+54.8% | $8,071+27.5% | $4,299+139.5% |
| Admin fee / account holder | $692 | $7,957-91.3% | $13,005-94.7% | $6,940-90.0% |