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 | $235,306 | $96,419+144.0% | $80,648+191.8% | $139,487+68.7% |
| Participation rate | 78.3% | 73.6%+4.6pp | 67.0%+11.2pp | 80.3%-2.1pp |
| Annual return | 17.11% | 1352.86%-1335.8pp | 937.21%-920.1pp | 373.84%-356.7pp |
| Employer contribution / active EE | $940 | $3,261-71.2% | $2,724-65.5% | $4,755-80.2% |
| Participant deferral / active EE | $2,613 | $5,225-50.0% | $4,443-41.2% | $6,713-61.1% |
| Admin fee / account holder | $13,037 | $6,605+97.4% | $5,382+142.2% | $11,407+14.3% |