Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $246,506 | $88,815+177.6% | $81,882+201.0% | $145,897+69.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 28.18% | 1033.75%-1005.6pp | 779.47%-751.3pp | 552.29%-524.1pp |
| Employer contribution / active EE | $10,904 | $3,086+253.3% | $2,916+273.9% | $4,663+133.9% |
| Participant deferral / active EE | $5,321 | $4,647+14.5% | $4,323+23.1% | $6,689-20.5% |
| Admin fee / account holder | $7,533 | $8,434-10.7% | $7,360+2.4% | $13,390-43.7% |