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 | $248,449 | $100,901+146.2% | $75,501+229.1% | $147,586+68.3% |
| Participation rate | 77.8% | 77.1%+0.6pp | 72.4%+5.4pp | 82.8%-5.1pp |
| Annual return | 14.90% | 35.78%-20.9pp | 27.35%-12.5pp | 578.59%-563.7pp |
| Employer contribution / active EE | $789 | $3,253-75.7% | $2,352-66.4% | $4,876-83.8% |
| Participant deferral / active EE | $7,954 | $4,027+97.5% | $3,142+153.1% | $5,439+46.3% |
| Admin fee / account holder | $42,500 | $11,285+276.6% | $5,801+632.7% | $10,886+290.4% |