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 | $191,573 | $88,672+116.0% | $105,223+82.1% | $82,448+132.4% |
| Participation rate | 93.3% | 67.9%+25.4pp | 75.0%+18.3pp | 68.1%+25.3pp |
| Annual return | 14.40% | 30.86%-16.5pp | 180.65%-166.3pp | 41.64%-27.2pp |
| Employer contribution / active EE | $3,561 | $3,048+16.8% | $3,689-3.5% | $2,551+39.6% |
| Participant deferral / active EE | $13,123 | $4,036+225.2% | $5,072+158.8% | $4,139+217.0% |
| Admin fee / account holder | $15,896 | $7,146+122.4% | $8,859+79.4% | $7,234+119.7% |