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 | $201,731 | $102,385+97.0% | $147,080+37.2% | $80,935+149.2% |
| Participation rate | 88.0% | 75.9%+12.1pp | 82.2%+5.8pp | 67.7%+20.3pp |
| Annual return | 20.38% | 135.09%-114.7pp | 420.17%-399.8pp | 35.66%-15.3pp |
| Employer contribution / active EE | $5,161 | $3,717+38.9% | $4,933+4.6% | $2,757+87.2% |
| Participant deferral / active EE | $12,789 | $6,651+92.3% | $8,066+58.5% | $4,299+197.5% |
| Admin fee / account holder | $13,174 | $7,951+65.7% | $12,989+1.4% | $6,924+90.3% |