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 | $197,094 | $102,429+92.4% | $147,096+34.0% | $80,925+143.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.39% | 135.02%-120.6pp | 419.75%-405.4pp | 35.65%-21.3pp |
| Employer contribution / active EE | $6,863 | $3,716+84.7% | $4,936+39.0% | $2,756+149.0% |
| Participant deferral / active EE | $6,793 | $6,649+2.2% | $8,071-15.8% | $4,299+58.0% |
| Admin fee / account holder | $40,914 | $7,957+414.2% | $13,005+214.6% | $6,940+489.5% |