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 | $195,233 | $85,766+127.6% | $136,298+43.2% | $70,126+178.4% |
| Participation rate | 98.6% | 74.2%+24.4pp | 81.9%+16.7pp | 69.5%+29.1pp |
| Annual return | 16.44% | 31.46%-15.0pp | 5156.27%-5139.8pp | 73.15%-56.7pp |
| Employer contribution / active EE | $4,972 | $2,966+67.6% | $4,696+5.9% | $2,343+112.3% |
| Participant deferral / active EE | $8,233 | $5,051+63.0% | $6,247+31.8% | $3,332+147.1% |
| Admin fee / account holder | $40,006 | $5,421+638.0% | $9,244+332.8% | $4,645+761.2% |