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 | $221,796 | $102,429+116.5% | $147,096+50.8% | $80,925+174.1% |
| Participation rate | 98.2% | 75.9%+22.4pp | 82.2%+16.1pp | 67.7%+30.6pp |
| Annual return | 18.25% | 135.02%-116.8pp | 419.75%-401.5pp | 35.65%-17.4pp |
| Employer contribution / active EE | $1,306 | $3,716-64.8% | $4,936-73.5% | $2,756-52.6% |
| Participant deferral / active EE | $15,166 | $6,649+128.1% | $8,071+87.9% | $4,299+252.8% |
| Admin fee / account holder | $16,239 | $7,957+104.1% | $13,005+24.9% | $6,940+134.0% |