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 | $194,198 | $85,171+128.0% | $172,752+12.4% | $72,975+166.1% |
| Participation rate | 85.7% | 70.1%+15.7pp | 82.6%+3.1pp | 69.5%+16.2pp |
| Annual return | 24.38% | 27.32%-2.9pp | 802.97%-778.6pp | 81.01%-56.6pp |
| Employer contribution / active EE | $3,821 | $3,324+14.9% | $5,144-25.7% | $2,440+56.6% |
| Participant deferral / active EE | $5,720 | $3,260+75.5% | $5,198+10.1% | $3,608+58.6% |
| Admin fee / account holder | $1,169 | $5,880-80.1% | $13,955-91.6% | $5,124-77.2% |