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 | $191,772 | $107,941+77.7% | $91,994+108.5% | $152,897+25.4% |
| Participation rate | 90.9% | 81.2%+9.7pp | 78.6%+12.3pp | 82.5%+8.5pp |
| Annual return | 26.14% | 89.28%-63.1pp | 69.04%-42.9pp | 345.43%-319.3pp |
| Employer contribution / active EE | $17,753 | $4,212+321.5% | $3,453+414.2% | $4,764+272.7% |
| Participant deferral / active EE | $15,023 | $6,366+136.0% | $5,924+153.6% | $5,851+156.8% |
| Admin fee / account holder | $13,598 | $10,521+29.2% | $7,744+75.6% | $11,599+17.2% |