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 | $177,870 | $64,324+176.5% | $118,914+49.6% | $79,856+122.7% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 12.11% | 86.45%-74.3pp | 35.89%-23.8pp | 31.71%-19.6pp |
| Employer contribution / active EE | $4,971 | $1,836+170.7% | $3,264+52.3% | $2,471+101.2% |
| Participant deferral / active EE | $4,954 | $2,824+75.4% | $4,266+16.1% | $3,741+32.4% |
| Admin fee / account holder | $4,863 | $4,040+20.4% | $6,582-26.1% | $5,306-8.3% |