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 | $190,214 | $102,393+85.8% | $147,041+29.4% | $80,911+135.1% |
| Participation rate | 97.9% | 75.9%+22.1pp | 82.2%+15.8pp | 67.6%+30.3pp |
| Annual return | 12.90% | 134.95%-122.0pp | 419.21%-406.3pp | 35.63%-22.7pp |
| Employer contribution / active EE | $6,100 | $3,715+64.2% | $4,935+23.6% | $2,756+121.4% |
| Participant deferral / active EE | $10,436 | $6,647+57.0% | $8,071+29.3% | $4,297+142.9% |
| Admin fee / account holder | $1,983 | $7,943-75.0% | $13,006-84.8% | $6,935-71.4% |