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 | $227,017 | $48,570+367.4% | $130,660+73.7% | $72,983+211.1% |
| Participation rate | 96.6% | 58.6%+38.0pp | 71.7%+24.8pp | 69.5%+27.1pp |
| Annual return | 24.15% | 38.63%-14.5pp | 1709.29%-1685.1pp | 81.01%-56.9pp |
| Employer contribution / active EE | $7,031 | $1,334+427.0% | $4,092+71.8% | $2,440+188.2% |
| Participant deferral / active EE | $8,600 | $2,384+260.8% | $3,603+138.7% | $3,608+138.4% |
| Admin fee / account holder | $11,353 | $3,549+219.9% | $5,463+107.8% | $5,124+121.6% |