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 | $202,905 | $112,935+79.7% | $90,970+123.0% | $158,966+27.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 10.05% | 215.79%-205.7pp | 134.58%-124.5pp | 302.95%-292.9pp |
| Employer contribution / active EE | $11,668 | $2,895+303.1% | $2,122+449.7% | $4,762+145.0% |
| Participant deferral / active EE | $2,848 | $4,129-31.0% | $3,373-15.6% | $5,983-52.4% |
| Admin fee / account holder | $17,499 | $8,045+117.5% | $5,960+193.6% | $11,250+55.5% |