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 | $238,086 | $78,690+202.6% | $161,489+47.4% | $87,485+172.1% |
| Participation rate | 96.3% | 67.5%+28.8pp | 78.7%+17.6pp | 68.9%+27.4pp |
| Annual return | 12.91% | 32.74%-19.8pp | 89.72%-76.8pp | 26.06%-13.1pp |
| Employer contribution / active EE | $8,427 | $2,588+225.6% | $4,268+97.4% | $2,596+224.6% |
| Participant deferral / active EE | $7,942 | $3,311+139.9% | $5,630+41.1% | $4,274+85.8% |
| Admin fee / account holder | $648 | $6,724-90.4% | $16,006-96.0% | $7,775-91.7% |