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 | $205,722 | $102,385+100.9% | $147,080+39.9% | $80,935+154.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 20.75% | 135.09%-114.3pp | 420.17%-399.4pp | 35.66%-14.9pp |
| Employer contribution / active EE | $3,756 | $3,717+1.1% | $4,933-23.9% | $2,757+36.3% |
| Participant deferral / active EE | $6,855 | $6,651+3.1% | $8,066-15.0% | $4,299+59.4% |
| Admin fee / account holder | $11,821 | $7,951+48.7% | $12,989-9.0% | $6,924+70.7% |