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 | $199,591 | $100,060+99.5% | $149,721+33.3% | $70,126+184.6% |
| Participation rate | 85.5% | 83.6%+1.9pp | 87.1%-1.6pp | 69.5%+15.9pp |
| Annual return | 16.90% | 27.46%-10.6pp | 1501.67%-1484.8pp | 73.15%-56.2pp |
| Employer contribution / active EE | $11,781 | $3,661+221.8% | $5,444+116.4% | $2,343+402.9% |
| Participant deferral / active EE | $14,677 | $4,982+194.6% | $6,568+123.5% | $3,332+340.5% |
| Admin fee / account holder | $23,712 | $8,285+186.2% | $11,282+110.2% | $4,645+410.4% |