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 | $232,860 | $85,766+171.5% | $136,298+70.8% | $70,126+232.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.88% | 31.46%-11.6pp | 5156.27%-5136.4pp | 73.15%-53.3pp |
| Employer contribution / active EE | $10,066 | $2,966+239.4% | $4,696+114.4% | $2,343+329.7% |
| Participant deferral / active EE | $10,469 | $5,051+107.3% | $6,247+67.6% | $3,332+214.2% |
| Admin fee / account holder | $489 | $5,421-91.0% | $9,244-94.7% | $4,645-89.5% |