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 | $198,711 | $98,766+101.2% | $149,730+32.7% | $79,852+148.9% |
| Participation rate | 74.5% | 75.8%-1.3pp | 82.5%-8.0pp | 69.6%+4.8pp |
| Annual return | 16.36% | 27.43%-11.1pp | 276.70%-260.3pp | 31.72%-15.4pp |
| Employer contribution / active EE | $1,123 | $3,217-65.1% | $4,645-75.8% | $2,471-54.6% |
| Participant deferral / active EE | $10,590 | $5,681+86.4% | $6,843+54.8% | $3,740+183.1% |
| Admin fee / account holder | $6,578 | $6,052+8.7% | $9,310-29.3% | $5,306+24.0% |