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 | $199,249 | $78,690+153.2% | $161,489+23.4% | $87,485+127.8% |
| Participation rate | 94.4% | 67.5%+27.0pp | 78.7%+15.7pp | 68.9%+25.5pp |
| Annual return | 13.02% | 32.74%-19.7pp | 89.72%-76.7pp | 26.06%-13.0pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,843 | $3,311+318.1% | $5,630+145.9% | $4,274+223.9% |
| Admin fee / account holder | $25,849 | $6,724+284.4% | $16,006+61.5% | $7,775+232.5% |