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 | $208,427 | $57,330+263.6% | $86,656+140.5% | $75,177+177.2% |
| Participation rate | 89.1% | 63.2%+25.9pp | 71.7%+17.4pp | 67.2%+21.9pp |
| Annual return | 16.14% | 2675.40%-2659.3pp | 593.09%-576.9pp | 160.75%-144.6pp |
| Employer contribution / active EE | $3,606 | $2,316+55.7% | $3,025+19.2% | $2,671+35.0% |
| Participant deferral / active EE | $10,344 | $3,320+211.6% | $4,439+133.0% | $4,126+150.7% |
| Admin fee / account holder | $30,189 | $4,115+633.7% | $5,619+437.3% | $5,651+434.2% |