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 | $210,614 | $85,766+145.6% | $136,298+54.5% | $70,126+200.3% |
| Participation rate | 89.3% | 74.2%+15.1pp | 81.9%+7.4pp | 69.5%+19.7pp |
| Annual return | 23.93% | 31.46%-7.5pp | 5156.27%-5132.3pp | 73.15%-49.2pp |
| Employer contribution / active EE | $1,093 | $2,966-63.1% | $4,696-76.7% | $2,343-53.3% |
| Participant deferral / active EE | $10,538 | $5,051+108.6% | $6,247+68.7% | $3,332+216.3% |
| Admin fee / account holder | $14,939 | $5,421+175.6% | $9,244+61.6% | $4,645+221.6% |