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 | $247,932 | $105,200+135.7% | $159,474+55.5% | $85,847+188.8% |
| Participation rate | 95.2% | 75.8%+19.5pp | 82.8%+12.4pp | 69.3%+25.9pp |
| Annual return | 18.99% | 45.08%-26.1pp | 263.68%-244.7pp | 318.61%-299.6pp |
| Employer contribution / active EE | $2,827 | $3,319-14.8% | $4,831-41.5% | $2,565+10.2% |
| Participant deferral / active EE | $6,219 | $5,946+4.6% | $7,353-15.4% | $3,952+57.3% |
| Admin fee / account holder | $19,828 | $6,934+185.9% | $10,802+83.6% | $6,261+216.7% |