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 | $248,739 | $98,766+151.8% | $149,730+66.1% | $79,852+211.5% |
| Participation rate | 91.5% | 75.8%+15.7pp | 82.5%+9.0pp | 69.6%+21.9pp |
| Annual return | 17.90% | 27.43%-9.5pp | 276.70%-258.8pp | 31.72%-13.8pp |
| Employer contribution / active EE | $9,261 | $3,217+187.9% | $4,645+99.4% | $2,471+274.8% |
| Participant deferral / active EE | $7,204 | $5,681+26.8% | $6,843+5.3% | $3,740+92.6% |
| Admin fee / account holder | $708 | $6,052-88.3% | $9,310-92.4% | $5,306-86.7% |