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 | $235,845 | $77,908+202.7% | $149,696+57.5% | $75,173+213.7% |
| Participation rate | 92.3% | 65.6%+26.7pp | 78.8%+13.5pp | 67.2%+25.1pp |
| Annual return | 13.50% | 31.73%-18.2pp | 134.46%-121.0pp | 160.72%-147.2pp |
| Employer contribution / active EE | $11,649 | $3,138+271.2% | $4,821+141.6% | $2,671+336.1% |
| Participant deferral / active EE | $9,653 | $3,411+183.0% | $5,682+69.9% | $4,126+133.9% |
| Admin fee / account holder | $11,416 | $5,950+91.9% | $13,212-13.6% | $5,651+102.0% |