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 | $188,868 | $85,766+120.2% | $136,298+38.6% | $70,126+169.3% |
| Participation rate | 82.1% | 74.2%+8.0pp | 81.9%+0.2pp | 69.5%+12.6pp |
| Annual return | 19.81% | 31.46%-11.6pp | 5156.27%-5136.5pp | 73.15%-53.3pp |
| Employer contribution / active EE | $8,929 | $2,966+201.0% | $4,696+90.1% | $2,343+281.2% |
| Participant deferral / active EE | $5,763 | $5,051+14.1% | $6,247-7.7% | $3,332+73.0% |
| Admin fee / account holder | $3,443 | $5,421-36.5% | $9,244-62.8% | $4,645-25.9% |