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 | $194,407 | $71,230+172.9% | $93,727+107.4% | $80,959+140.1% |
| Participation rate | 91.0% | 60.4%+30.6pp | 68.7%+22.3pp | 67.7%+23.3pp |
| Annual return | 16.86% | 11.26%+5.6pp | 133.83%-117.0pp | 35.67%-18.8pp |
| Employer contribution / active EE | $6,017 | $1,565+284.4% | $2,421+148.5% | $2,757+118.2% |
| Participant deferral / active EE | $15,127 | $4,037+274.7% | $4,417+242.5% | $4,300+251.8% |
| Admin fee / account holder | $24,291 | $6,961+249.0% | $8,292+193.0% | $6,925+250.8% |