Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $216,258 | $102,422+111.1% | $147,117+47.0% | $80,959+167.1% |
| Participation rate | 95.8% | 75.9%+20.0pp | 82.2%+13.6pp | 67.7%+28.2pp |
| Annual return | 15.04% | 135.16%-120.1pp | 420.54%-405.5pp | 35.67%-20.6pp |
| Employer contribution / active EE | $4,709 | $3,717+26.7% | $4,932-4.5% | $2,757+70.8% |
| Participant deferral / active EE | $10,164 | $6,652+52.8% | $8,065+26.0% | $4,300+136.3% |
| Admin fee / account holder | $21,808 | $7,953+174.2% | $12,993+67.9% | $6,925+214.9% |