Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $221,604 | $60,119+268.6% | $90,430+145.1% | $79,858+177.5% |
| Participation rate | 96.4% | 65.0%+31.4pp | 72.7%+23.7pp | 69.6%+26.7pp |
| Annual return | 17.46% | 71.94%-54.5pp | 1293.73%-1276.3pp | 31.72%-14.3pp |
| Employer contribution / active EE | $14,849 | $2,068+618.1% | $3,262+355.2% | $2,471+501.0% |
| Participant deferral / active EE | $10,057 | $2,938+242.3% | $3,963+153.8% | $3,740+168.9% |
| Admin fee / account holder | $4,159 | $3,976+4.6% | $5,613-25.9% | $5,306-21.6% |