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 | $229,616 | $102,429+124.2% | $147,096+56.1% | $80,925+183.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.35% | 135.02%-117.7pp | 419.75%-402.4pp | 35.65%-18.3pp |
| Employer contribution / active EE | $4,131 | $3,716+11.2% | $4,936-16.3% | $2,756+49.9% |
| Participant deferral / active EE | $11,998 | $6,649+80.5% | $8,071+48.7% | $4,299+179.1% |
| Admin fee / account holder | $3,391 | $7,957-57.4% | $13,005-73.9% | $6,940-51.1% |