Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $244,071 | $95,383+155.9% | $185,837+31.3% | $85,856+184.3% |
| Participation rate | 83.1% | 68.8%+14.4pp | 81.7%+1.4pp | 69.3%+13.8pp |
| Annual return | 15.20% | 23.59%-8.4pp | 122.08%-106.9pp | 318.58%-303.4pp |
| Employer contribution / active EE | $10,703 | $3,313+223.0% | $5,168+107.1% | $2,565+317.2% |
| Participant deferral / active EE | $7,039 | $3,423+105.6% | $5,568+26.4% | $3,952+78.1% |
| Admin fee / account holder | $4,212 | $7,213-41.6% | $16,241-74.1% | $6,261-32.7% |