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 | $197,158 | $102,422+92.5% | $147,117+34.0% | $80,959+143.5% |
| Participation rate | 77.8% | 75.9%+1.9pp | 82.2%-4.4pp | 67.7%+10.1pp |
| Annual return | 16.67% | 135.16%-118.5pp | 420.54%-403.9pp | 35.67%-19.0pp |
| Employer contribution / active EE | $4,082 | $3,717+9.8% | $4,932-17.2% | $2,757+48.1% |
| Participant deferral / active EE | $10,804 | $6,652+62.4% | $8,065+34.0% | $4,300+151.2% |
| Admin fee / account holder | $9,610 | $7,953+20.8% | $12,993-26.0% | $6,925+38.8% |