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 | $244,156 | $111,785+118.4% | $93,669+160.7% | $145,877+67.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 13.31% | 203.79%-190.5pp | 133.59%-120.3pp | 551.28%-538.0pp |
| Employer contribution / active EE | $2,040 | $3,096-34.1% | $2,424-15.8% | $4,663-56.3% |
| Participant deferral / active EE | $9,241 | $4,919+87.9% | $4,416+109.3% | $6,691+38.1% |
| Admin fee / account holder | $55,566 | $10,256+441.8% | $8,291+570.2% | $13,402+314.6% |