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 | $242,780 | $100,060+142.6% | $149,721+62.2% | $70,126+246.2% |
| Participation rate | 93.3% | 83.6%+9.8pp | 87.1%+6.3pp | 69.5%+23.8pp |
| Annual return | 23.39% | 27.46%-4.1pp | 1501.67%-1478.3pp | 73.15%-49.8pp |
| Employer contribution / active EE | $8,554 | $3,661+133.7% | $5,444+57.1% | $2,343+265.2% |
| Participant deferral / active EE | $8,514 | $4,982+70.9% | $6,568+29.6% | $3,332+155.5% |
| Admin fee / account holder | $6,028 | $8,285-27.2% | $11,282-46.6% | $4,645+29.8% |