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 | $213,069 | $102,393+108.1% | $147,041+44.9% | $80,911+163.3% |
| Participation rate | 94.9% | 75.9%+19.1pp | 82.2%+12.8pp | 67.6%+27.3pp |
| Annual return | 18.95% | 134.95%-116.0pp | 419.21%-400.3pp | 35.63%-16.7pp |
| Employer contribution / active EE | $3,356 | $3,715-9.7% | $4,935-32.0% | $2,756+21.8% |
| Participant deferral / active EE | $9,025 | $6,647+35.8% | $8,071+11.8% | $4,297+110.0% |
| Admin fee / account holder | $5,398 | $7,943-32.0% | $13,006-58.5% | $6,935-22.2% |