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 | $239,198 | $137,414+74.1% | $189,537+26.2% | $85,847+178.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 17.03% | 38.14%-21.1pp | 555.34%-538.3pp | 318.61%-301.6pp |
| Employer contribution / active EE | $6,415 | $4,344+47.7% | $6,161+4.1% | $2,565+150.1% |
| Participant deferral / active EE | $5,048 | $6,260-19.4% | $8,220-38.6% | $3,952+27.7% |
| Admin fee / account holder | $1,910 | $8,630-77.9% | $12,048-84.1% | $6,261-69.5% |