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 | $230,493 | $102,422+125.0% | $147,117+56.7% | $80,959+184.7% |
| Participation rate | 87.8% | 75.9%+11.9pp | 82.2%+5.6pp | 67.7%+20.1pp |
| Annual return | 55.78% | 135.16%-79.4pp | 420.54%-364.8pp | 35.67%+20.1pp |
| Employer contribution / active EE | $4,163 | $3,717+12.0% | $4,932-15.6% | $2,757+51.0% |
| Participant deferral / active EE | $12,837 | $6,652+93.0% | $8,065+59.2% | $4,300+198.5% |
| Admin fee / account holder | $2,195 | $7,953-72.4% | $12,993-83.1% | $6,925-68.3% |