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 | $198,963 | $93,617+112.5% | $135,982+46.3% | $75,177+164.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.05% | 30.89%-10.8pp | 68.32%-48.3pp | 160.75%-140.7pp |
| Employer contribution / active EE | $7,015 | $3,538+98.3% | $4,859+44.4% | $2,671+162.6% |
| Participant deferral / active EE | $11,451 | $6,406+78.8% | $7,760+47.6% | $4,126+177.5% |
| Admin fee / account holder | $4,201 | $6,980-39.8% | $10,767-61.0% | $5,651-25.7% |