Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $233,037 | $102,422+127.5% | $147,117+58.4% | $80,959+187.8% |
| Participation rate | 96.0% | 75.9%+20.1pp | 82.2%+13.8pp | 67.7%+28.3pp |
| Annual return | 17.09% | 135.16%-118.1pp | 420.54%-403.5pp | 35.67%-18.6pp |
| Employer contribution / active EE | $5,186 | $3,717+39.5% | $4,932+5.1% | $2,757+88.1% |
| Participant deferral / active EE | $7,682 | $6,652+15.5% | $8,065-4.7% | $4,300+78.6% |
| Admin fee / account holder | $1,524 | $7,953-80.8% | $12,993-88.3% | $6,925-78.0% |