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 | $206,059 | $77,920+164.4% | $149,723+37.6% | $75,177+174.1% |
| Participation rate | 83.3% | 65.6%+17.8pp | 78.8%+4.6pp | 67.2%+16.1pp |
| Annual return | 15.73% | 31.72%-16.0pp | 134.50%-118.8pp | 160.75%-145.0pp |
| Employer contribution / active EE | $8,263 | $3,138+163.3% | $4,821+71.4% | $2,671+209.3% |
| Participant deferral / active EE | $8,194 | $3,411+140.2% | $5,682+44.2% | $4,126+98.6% |
| Admin fee / account holder | $433 | $5,951-92.7% | $13,215-96.7% | $5,651-92.3% |