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 | $198,714 | $62,672+217.1% | $185,117+7.3% | $70,126+183.4% |
| Participation rate | 85.7% | 63.8%+21.9pp | 77.3%+8.4pp | 69.5%+16.2pp |
| Annual return | 20.53% | 40.79%-20.3pp | 40.50%-20.0pp | 73.15%-52.6pp |
| Employer contribution / active EE | $3,443 | $1,753+96.4% | $4,182-17.7% | $2,343+47.0% |
| Participant deferral / active EE | $9,097 | $3,272+178.1% | $5,045+80.3% | $3,332+173.0% |
| Admin fee / account holder | $17,267 | $3,932+339.2% | $8,159+111.6% | $4,645+271.7% |