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 | $199,861 | $93,598+113.5% | $135,974+47.0% | $75,173+165.9% |
| Participation rate | 96.8% | 75.2%+21.6pp | 81.9%+14.9pp | 67.2%+29.6pp |
| Annual return | 18.01% | 30.89%-12.9pp | 68.30%-50.3pp | 160.72%-142.7pp |
| Employer contribution / active EE | $12,096 | $3,538+241.9% | $4,859+148.9% | $2,671+352.9% |
| Participant deferral / active EE | $9,750 | $6,405+52.2% | $7,760+25.6% | $4,126+136.3% |
| Admin fee / account holder | $3,257 | $6,978-53.3% | $10,767-69.7% | $5,651-42.4% |