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 | $206,820 | $103,008+100.8% | $90,304+129.0% | $152,897+35.3% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.5%+7.5pp |
| Annual return | 21.79% | 95.22%-73.4pp | 78.13%-56.3pp | 345.43%-323.6pp |
| Employer contribution / active EE | $6,975 | $3,139+122.2% | $2,855+144.3% | $4,764+46.4% |
| Participant deferral / active EE | $5,322 | $4,281+24.3% | $3,885+37.0% | $5,851-9.0% |
| Admin fee / account holder | $22,869 | $6,175+270.4% | $5,354+327.1% | $11,599+97.2% |