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 | $211,767 | $112,933+87.5% | $90,970+132.8% | $158,982+33.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.16% | 215.82%-201.7pp | 134.60%-120.4pp | 302.99%-288.8pp |
| Employer contribution / active EE | $11,155 | $2,893+285.5% | $2,122+425.7% | $4,763+134.2% |
| Participant deferral / active EE | $8,162 | $4,128+97.7% | $3,373+142.0% | $5,983+36.4% |
| Admin fee / account holder | $4,586 | $8,047-43.0% | $5,961-23.1% | $11,252-59.2% |