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 | $191,994 | $125,797+52.6% | $170,057+12.9% | $75,177+155.4% |
| Participation rate | 98.0% | 83.6%+14.4pp | 87.0%+11.0pp | 67.2%+30.8pp |
| Annual return | 19.25% | 27.20%-8.0pp | 53.42%-34.2pp | 160.75%-141.5pp |
| Employer contribution / active EE | $8,904 | $4,616+92.9% | $6,790+31.1% | $2,671+233.3% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $13,164 | $8,177+61.0% | $12,826+2.6% | $5,651+132.9% |