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 | $232,453 | $102,429+126.9% | $147,096+58.0% | $80,925+187.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.91% | 135.02%-120.1pp | 419.75%-404.8pp | 35.65%-20.7pp |
| Employer contribution / active EE | $9,846 | $3,716+165.0% | $4,936+99.5% | $2,756+257.2% |
| Participant deferral / active EE | $8,283 | $6,649+24.6% | $8,071+2.6% | $4,299+92.7% |
| Admin fee / account holder | $30,108 | $7,957+278.4% | $13,005+131.5% | $6,940+333.8% |