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 | $238,251 | $87,059+173.7% | $105,608+125.6% | $80,925+194.4% |
| Participation rate | 95.2% | 70.4%+24.7pp | 75.3%+19.9pp | 67.7%+27.5pp |
| Annual return | 11.51% | 17.05%-5.5pp | 116.50%-105.0pp | 35.65%-24.1pp |
| Employer contribution / active EE | $8,037 | $2,396+235.4% | $3,167+153.8% | $2,756+191.6% |
| Participant deferral / active EE | $7,384 | $3,986+85.3% | $5,010+47.4% | $4,299+71.8% |
| Admin fee / account holder | $67,006 | $8,443+693.6% | $11,028+507.6% | $6,940+865.5% |