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 | $201,559 | $162,529+24.0% | $130,788+54.1% | $154,746+30.3% |
| Participation rate | 88.9% | 75.9%+13.0pp | 70.1%+18.8pp | 80.7%+8.2pp |
| Annual return | 16.67% | 510.48%-493.8pp | 386.44%-369.8pp | 172.34%-155.7pp |
| Employer contribution / active EE | $9,328 | $4,447+109.7% | $3,558+162.2% | $4,379+113.0% |
| Participant deferral / active EE | $5,669 | $4,808+17.9% | $4,137+37.0% | $6,730-15.8% |
| Admin fee / account holder | $186,531 | $7,669+2332.3% | $6,673+2695.4% | $14,365+1198.5% |