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 | $188,847 | $63,346+198.1% | $92,240+104.7% | $70,126+169.3% |
| Participation rate | 87.2% | 68.7%+18.5pp | 76.5%+10.7pp | 69.5%+17.6pp |
| Annual return | 12.45% | 530.19%-517.7pp | 176.29%-163.8pp | 73.15%-60.7pp |
| Employer contribution / active EE | $4,683 | $2,471+89.5% | $3,680+27.3% | $2,343+99.9% |
| Participant deferral / active EE | $9,623 | $2,854+237.2% | $3,897+146.9% | $3,332+188.8% |
| Admin fee / account holder | $15,689 | $3,841+308.5% | $5,194+202.0% | $4,645+237.7% |