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 | $193,347 | $93,345+107.1% | $119,126+62.3% | $87,485+121.0% |
| Participation rate | 82.8% | 68.7%+14.0pp | 75.8%+7.0pp | 68.9%+13.8pp |
| Annual return | 13.45% | 19.08%-5.6pp | 282.11%-268.7pp | 26.06%-12.6pp |
| Employer contribution / active EE | $4,527 | $3,172+42.8% | $4,034+12.2% | $2,596+74.4% |
| Participant deferral / active EE | $4,049 | $4,099-1.2% | $5,318-23.9% | $4,274-5.3% |
| Admin fee / account holder | $22,727 | $8,039+182.7% | $10,693+112.5% | $7,775+192.3% |