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 | $198,446 | $102,938+92.8% | $94,105+110.9% | $138,895+42.9% |
| Participation rate | 85.0% | 74.6%+10.4pp | 71.9%+13.1pp | 79.9%+5.1pp |
| Annual return | 15.29% | 250.28%-235.0pp | 204.55%-189.3pp | 145.39%-130.1pp |
| Employer contribution / active EE | $2,000 | $2,732-26.8% | $2,504-20.1% | $4,194-52.3% |
| Participant deferral / active EE | $3,079 | $4,196-26.6% | $3,881-20.7% | $6,396-51.9% |
| Admin fee / account holder | $4,895 | $6,600-25.8% | $6,199-21.0% | $12,562-61.0% |