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 | $186,061 | $106,008+75.5% | $92,240+101.7% | $147,586+26.1% |
| Participation rate | 93.3% | 80.4%+12.9pp | 76.5%+16.9pp | 82.8%+10.5pp |
| Annual return | 13.91% | 50.05%-36.1pp | 176.29%-162.4pp | 578.59%-564.7pp |
| Employer contribution / active EE | $21,401 | $4,333+393.9% | $3,680+481.6% | $4,876+338.9% |
| Participant deferral / active EE | $7,189 | $4,478+60.5% | $3,897+84.5% | $5,439+32.2% |
| Admin fee / account holder | $32,938 | $6,333+420.1% | $5,194+534.1% | $10,886+202.6% |