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 | $89,259+116.6% | $107,187+80.4% | $82,637+134.0% |
| Participation rate | 82.8% | 67.9%+14.8pp | 75.0%+7.7pp | 68.1%+14.7pp |
| Annual return | 13.45% | 21.02%-7.6pp | 204.55%-191.1pp | 53.51%-40.1pp |
| Employer contribution / active EE | $4,527 | $3,080+47.0% | $3,782+19.7% | $2,552+77.4% |
| Participant deferral / active EE | $4,049 | $4,037+0.3% | $5,096-20.6% | $4,126-1.9% |
| Admin fee / account holder | $22,727 | $7,381+207.9% | $9,162+148.0% | $7,339+209.7% |