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 | $208,464 | $118,708+75.6% | $98,920+110.7% | $158,982+31.1% |
| Participation rate | 91.7% | 77.8%+13.8pp | 76.0%+15.6pp | 82.0%+9.7pp |
| Annual return | 14.21% | 372.49%-358.3pp | 196.47%-182.3pp | 302.99%-288.8pp |
| Employer contribution / active EE | $2,732 | $3,334-18.1% | $2,689+1.6% | $4,763-42.6% |
| Participant deferral / active EE | $7,039 | $5,089+38.3% | $4,245+65.8% | $5,983+17.6% |
| Admin fee / account holder | $6,083 | $10,134-40.0% | $6,643-8.4% | $11,252-45.9% |