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 | $190,917 | $76,368+150.0% | $67,681+182.1% | $154,746+23.4% |
| Participation rate | 80.0% | 79.0%+1.0pp | 73.7%+6.3pp | 80.7%-0.7pp |
| Annual return | 12.15% | 1066.77%-1054.6pp | 590.58%-578.4pp | 172.34%-160.2pp |
| Employer contribution / active EE | $4,337 | $3,151+37.6% | $2,678+61.9% | $4,379-1.0% |
| Participant deferral / active EE | $12,009 | $4,824+148.9% | $3,976+202.1% | $6,730+78.4% |
| Admin fee / account holder | $993 | $8,559-88.4% | $6,100-83.7% | $14,365-93.1% |