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 | $181,465 | $60,119+201.8% | $90,430+100.7% | $79,858+127.2% |
| Participation rate | 89.2% | 65.0%+24.2pp | 72.7%+16.5pp | 69.6%+19.6pp |
| Annual return | 18.45% | 71.94%-53.5pp | 1293.73%-1275.3pp | 31.72%-13.3pp |
| Employer contribution / active EE | $3,506 | $2,068+69.6% | $3,262+7.5% | $2,471+41.9% |
| Participant deferral / active EE | $6,305 | $2,938+114.6% | $3,963+59.1% | $3,740+68.6% |
| Admin fee / account holder | $6,732 | $3,976+69.3% | $5,613+19.9% | $5,306+26.9% |