Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $193,070 | $114,013+69.3% | $103,693+86.2% | $155,188+24.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 12.39% | 49.31%-36.9pp | 47.61%-35.2pp | 148.84%-136.4pp |
| Employer contribution / active EE | $10,500 | $3,131+235.3% | $2,920+259.6% | $4,248+147.2% |
| Participant deferral / active EE | $7,500 | $4,970+50.9% | $4,579+63.8% | $6,531+14.8% |
| Admin fee / account holder | $17,835 | $8,407+112.1% | $7,858+127.0% | $14,480+23.2% |