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 | $225,813 | $84,236+168.1% | $170,435+32.5% | $70,126+222.0% |
| Participation rate | 96.4% | 70.8%+25.6pp | 83.6%+12.8pp | 69.5%+26.9pp |
| Annual return | 19.15% | 23.06%-3.9pp | 205.94%-186.8pp | 73.15%-54.0pp |
| Employer contribution / active EE | $8,278 | $3,387+144.4% | $5,432+52.4% | $2,343+253.4% |
| Participant deferral / active EE | $1,625 | $3,086-47.3% | $4,939-67.1% | $3,332-51.2% |
| Admin fee / account holder | $1,453 | $5,698-74.5% | $13,881-89.5% | $4,645-68.7% |