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 | $232,602 | $102,422+127.1% | $147,117+58.1% | $80,959+187.3% |
| Participation rate | 70.0% | 75.9%-5.9pp | 82.2%-12.2pp | 67.7%+2.3pp |
| Annual return | 13.16% | 135.16%-122.0pp | 420.54%-407.4pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,107 | $3,717-70.2% | $4,932-77.6% | $2,757-59.8% |
| Participant deferral / active EE | $9,642 | $6,652+44.9% | $8,065+19.6% | $4,300+124.2% |
| Admin fee / account holder | $23,657 | $7,953+197.4% | $12,993+82.1% | $6,925+241.6% |