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 | $193,658 | $150,412+28.8% | $120,574+60.6% | $145,884+32.7% |
| Participation rate | 72.2% | 78.8%-6.6pp | 71.9%+0.3pp | 80.3%-8.1pp |
| Annual return | 12.05% | 154.50%-142.5pp | 107.42%-95.4pp | 551.85%-539.8pp |
| Employer contribution / active EE | $12,271 | $4,355+181.8% | $3,471+253.6% | $4,662+163.2% |
| Participant deferral / active EE | $5,901 | $6,175-4.4% | $4,996+18.1% | $6,690-11.8% |
| Admin fee / account holder | $17,337 | $12,224+41.8% | $9,445+83.6% | $13,392+29.5% |