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 | $190,790 | $77,920+144.9% | $149,723+27.4% | $75,177+153.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.55% | 31.72%-15.2pp | 134.50%-118.0pp | 160.75%-144.2pp |
| Employer contribution / active EE | $13,932 | $3,138+344.0% | $4,821+189.0% | $2,671+421.6% |
| Participant deferral / active EE | $9,009 | $3,411+164.1% | $5,682+58.5% | $4,126+118.3% |
| Admin fee / account holder | $9,288 | $5,951+56.1% | $13,215-29.7% | $5,651+64.4% |