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 | $239,978 | $102,382+134.4% | $147,005+63.2% | $80,874+196.7% |
| Participation rate | 73.5% | 75.8%-2.4pp | 82.2%-8.7pp | 67.6%+5.8pp |
| Annual return | 16.06% | 134.89%-118.8pp | 418.76%-402.7pp | 35.62%-19.6pp |
| Employer contribution / active EE | $8,347 | $3,715+124.7% | $4,934+69.2% | $2,756+202.9% |
| Participant deferral / active EE | $9,702 | $6,646+46.0% | $8,070+20.2% | $4,297+125.8% |
| Admin fee / account holder | $44,657 | $7,942+462.3% | $13,006+243.4% | $6,935+543.9% |