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 | $213,381 | $102,595+108.0% | $94,057+126.9% | $154,746+37.9% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 80.7%+10.2pp |
| Annual return | 22.34% | 583.42%-561.1pp | 480.62%-458.3pp | 172.34%-150.0pp |
| Employer contribution / active EE | $21,179 | $3,147+572.9% | $2,933+622.1% | $4,379+383.6% |
| Participant deferral / active EE | $3,897 | $5,118-23.9% | $4,709-17.2% | $6,730-42.1% |
| Admin fee / account holder | $32,153 | $7,736+315.6% | $7,244+343.8% | $14,365+123.8% |