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 | $198,985 | $110,093+80.7% | $97,295+104.5% | $145,897+36.4% |
| Participation rate | 90.0% | 75.9%+14.1pp | 72.7%+17.3pp | 80.3%+9.7pp |
| Annual return | 18.63% | 244.76%-226.1pp | 75.62%-57.0pp | 552.29%-533.7pp |
| Employer contribution / active EE | $1,479 | $3,077-51.9% | $2,723-45.7% | $4,663-68.3% |
| Participant deferral / active EE | $10,513 | $4,678+124.7% | $4,264+146.6% | $6,689+57.2% |
| Admin fee / account holder | $17,187 | $6,212+176.7% | $5,646+204.4% | $13,390+28.4% |