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 | $238,186 | $102,385+132.6% | $147,080+61.9% | $80,935+194.3% |
| Participation rate | 89.5% | 75.9%+13.6pp | 82.2%+7.3pp | 67.7%+21.8pp |
| Annual return | 12.89% | 135.09%-122.2pp | 420.17%-407.3pp | 35.66%-22.8pp |
| Employer contribution / active EE | $6,383 | $3,717+71.7% | $4,933+29.4% | $2,757+131.6% |
| Participant deferral / active EE | $8,904 | $6,651+33.9% | $8,066+10.4% | $4,299+107.1% |
| Admin fee / account holder | $61,381 | $7,951+671.9% | $12,989+372.6% | $6,924+786.4% |