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 | $197,762 | $104,479+89.3% | $159,474+24.0% | $79,391+149.1% |
| Participation rate | 99.0% | 76.6%+22.4pp | 82.8%+16.2pp | 70.7%+28.3pp |
| Annual return | 15.22% | 67.98%-52.8pp | 263.68%-248.5pp | 116.88%-101.7pp |
| Employer contribution / active EE | $15,329 | $3,417+348.6% | $4,831+217.3% | $2,428+531.4% |
| Participant deferral / active EE | $7,222 | $6,468+11.7% | $7,353-1.8% | $4,046+78.5% |
| Admin fee / account holder | $22,412 | $711+3050.9% | $10,802+107.5% | $627+3477.3% |