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 | $197,748 | $100,911+96.0% | $90,440+118.7% | $158,966+24.4% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 23.75% | 1726.62%-1702.9pp | 1294.38%-1270.6pp | 302.95%-279.2pp |
| Employer contribution / active EE | $10,082 | $3,690+173.2% | $3,263+209.0% | $4,762+111.7% |
| Participant deferral / active EE | $7,810 | $4,348+79.6% | $3,964+97.0% | $5,983+30.5% |
| Admin fee / account holder | $13,802 | $6,507+112.1% | $5,615+145.8% | $11,250+22.7% |