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 | $209,103 | $85,766+143.8% | $136,298+53.4% | $70,126+198.2% |
| Participation rate | 93.5% | 74.2%+19.3pp | 81.9%+11.6pp | 69.5%+23.9pp |
| Annual return | 15.30% | 31.46%-16.2pp | 5156.27%-5141.0pp | 73.15%-57.8pp |
| Employer contribution / active EE | $582 | $2,966-80.4% | $4,696-87.6% | $2,343-75.2% |
| Participant deferral / active EE | $7,750 | $5,051+53.4% | $6,247+24.1% | $3,332+132.6% |
| Admin fee / account holder | $54,379 | $5,421+903.2% | $9,244+488.3% | $4,645+1070.6% |