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 | $213,108 | $102,382+108.1% | $147,005+45.0% | $80,874+163.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.69% | 134.89%-118.2pp | 418.76%-402.1pp | 35.62%-18.9pp |
| Employer contribution / active EE | $9,929 | $3,715+167.3% | $4,934+101.2% | $2,756+260.3% |
| Participant deferral / active EE | $9,958 | $6,646+49.8% | $8,070+23.4% | $4,297+131.7% |
| Admin fee / account holder | $4,432 | $7,942-44.2% | $13,006-65.9% | $6,935-36.1% |