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 | $177,693 | $102,385+73.6% | $147,080+20.8% | $80,935+119.5% |
| Participation rate | 96.8% | 75.9%+20.9pp | 82.2%+14.6pp | 67.7%+29.1pp |
| Annual return | 11.99% | 135.09%-123.1pp | 420.17%-408.2pp | 35.66%-23.7pp |
| Employer contribution / active EE | $11,834 | $3,717+218.4% | $4,933+139.9% | $2,757+329.3% |
| Participant deferral / active EE | $6,987 | $6,651+5.1% | $8,066-13.4% | $4,299+62.5% |
| Admin fee / account holder | $17,884 | $7,951+124.9% | $12,989+37.7% | $6,924+158.3% |