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 | $228,494 | $102,429+123.1% | $147,096+55.3% | $80,925+182.4% |
| Participation rate | 94.1% | 75.9%+18.3pp | 82.2%+11.9pp | 67.7%+26.5pp |
| Annual return | 15.19% | 135.02%-119.8pp | 419.75%-404.6pp | 35.65%-20.5pp |
| Employer contribution / active EE | $1,091 | $3,716-70.6% | $4,936-77.9% | $2,756-60.4% |
| Participant deferral / active EE | $15,016 | $6,649+125.9% | $8,071+86.1% | $4,299+249.3% |
| Admin fee / account holder | $6,120 | $7,957-23.1% | $13,005-52.9% | $6,940-11.8% |