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 | $235,129 | $63,346+271.2% | $92,240+154.9% | $70,126+235.3% |
| Participation rate | 89.6% | 68.7%+20.9pp | 76.5%+13.1pp | 69.5%+20.1pp |
| Annual return | 14.07% | 530.19%-516.1pp | 176.29%-162.2pp | 73.15%-59.1pp |
| Employer contribution / active EE | $11,878 | $2,471+380.6% | $3,680+222.8% | $2,343+407.1% |
| Participant deferral / active EE | $7,195 | $2,854+152.1% | $3,897+84.6% | $3,332+115.9% |
| Admin fee / account holder | $25,774 | $3,841+571.1% | $5,194+396.2% | $4,645+454.8% |