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 | $243,737 | $102,385+138.1% | $147,080+65.7% | $80,935+201.2% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 16.55% | 135.09%-118.5pp | 420.17%-403.6pp | 35.66%-19.1pp |
| Employer contribution / active EE | $7,115 | $3,717+91.4% | $4,933+44.2% | $2,757+158.1% |
| Participant deferral / active EE | $9,231 | $6,651+38.8% | $8,066+14.4% | $4,299+114.7% |
| Admin fee / account holder | $1,454 | $7,951-81.7% | $12,989-88.8% | $6,924-79.0% |