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 | $245,618 | $85,766+186.4% | $136,298+80.2% | $70,126+250.3% |
| Participation rate | 87.3% | 74.2%+13.1pp | 81.9%+5.4pp | 69.5%+17.7pp |
| Annual return | 19.83% | 31.46%-11.6pp | 5156.27%-5136.4pp | 73.15%-53.3pp |
| Employer contribution / active EE | $7,436 | $2,966+150.7% | $4,696+58.4% | $2,343+217.5% |
| Participant deferral / active EE | $7,281 | $5,051+44.1% | $6,247+16.5% | $3,332+118.5% |
| Admin fee / account holder | $4,509 | $5,421-16.8% | $9,244-51.2% | $4,645-2.9% |