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 | $226,001 | $91,525+146.9% | $130,026+73.8% | $75,181+200.6% |
| Participation rate | 91.8% | 71.4%+20.4pp | 78.5%+13.3pp | 67.2%+24.6pp |
| Annual return | 21.25% | -631.40%+652.6pp | -137.26%+158.5pp | 160.69%-139.4pp |
| Employer contribution / active EE | $5,164 | $2,844+81.6% | $4,321+19.5% | $2,671+93.4% |
| Participant deferral / active EE | $6,560 | $4,342+51.1% | $5,821+12.7% | $4,126+59.0% |
| Admin fee / account holder | $11,526 | $6,778+70.0% | $10,608+8.7% | $5,650+104.0% |