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 | $195,448 | $63,346+208.5% | $92,240+111.9% | $70,126+178.7% |
| Participation rate | 79.3% | 68.7%+10.6pp | 76.5%+2.8pp | 69.5%+9.8pp |
| Annual return | 20.03% | 530.19%-510.2pp | 176.29%-156.3pp | 73.15%-53.1pp |
| Employer contribution / active EE | $10,805 | $2,471+337.2% | $3,680+193.6% | $2,343+361.3% |
| Participant deferral / active EE | $3,370 | $2,854+18.1% | $3,897-13.5% | $3,332+1.2% |
| Admin fee / account holder | $6,837 | $3,841+78.0% | $5,194+31.6% | $4,645+47.2% |