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 | $243,520 | $150,447+61.9% | $136,298+78.7% | $147,586+65.0% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 15.75% | 1049.15%-1033.4pp | 5156.27%-5140.5pp | 578.59%-562.8pp |
| Employer contribution / active EE | $1,280 | $5,256-75.7% | $4,696-72.8% | $4,876-73.8% |
| Participant deferral / active EE | $12,488 | $6,631+88.3% | $6,247+99.9% | $5,439+129.6% |
| Admin fee / account holder | $7,399 | $10,906-32.2% | $9,244-20.0% | $10,886-32.0% |