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 | $179,333 | $102,393+75.1% | $147,041+22.0% | $80,911+121.6% |
| Participation rate | 94.0% | 75.9%+18.1pp | 82.2%+11.8pp | 67.6%+26.4pp |
| Annual return | 16.53% | 134.95%-118.4pp | 419.21%-402.7pp | 35.63%-19.1pp |
| Employer contribution / active EE | $4,459 | $3,715+20.0% | $4,935-9.7% | $2,756+61.8% |
| Participant deferral / active EE | $11,588 | $6,647+74.3% | $8,071+43.6% | $4,297+169.7% |
| Admin fee / account holder | $43,686 | $7,943+450.0% | $13,006+235.9% | $6,935+530.0% |