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 | $173,705 | $60,119+188.9% | $90,430+92.1% | $79,858+117.5% |
| Participation rate | 97.9% | 65.0%+32.9pp | 72.7%+25.2pp | 69.6%+28.3pp |
| Annual return | 17.52% | 71.94%-54.4pp | 1293.73%-1276.2pp | 31.72%-14.2pp |
| Employer contribution / active EE | $3,565 | $2,068+72.4% | $3,262+9.3% | $2,471+44.3% |
| Participant deferral / active EE | $6,195 | $2,938+110.9% | $3,963+56.3% | $3,740+65.6% |
| Admin fee / account holder | $16,435 | $3,976+313.3% | $5,613+192.8% | $5,306+209.7% |