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 | $229,847 | $98,766+132.7% | $149,730+53.5% | $79,852+187.8% |
| Participation rate | 90.6% | 75.8%+14.8pp | 82.5%+8.1pp | 69.6%+21.0pp |
| Annual return | 14.68% | 27.43%-12.7pp | 276.70%-262.0pp | 31.72%-17.0pp |
| Employer contribution / active EE | $11,681 | $3,217+263.1% | $4,645+151.5% | $2,471+372.7% |
| Participant deferral / active EE | $8,574 | $5,681+50.9% | $6,843+25.3% | $3,740+129.2% |
| Admin fee / account holder | $15,167 | $6,052+150.6% | $9,310+62.9% | $5,306+185.8% |