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 | $197,102 | $81,643+141.4% | $70,462+179.7% | $158,950+24.0% |
| Participation rate | 91.7% | 77.7%+13.9pp | 75.1%+16.6pp | 82.0%+9.7pp |
| Annual return | 14.66% | 208.51%-193.9pp | 109.08%-94.4pp | 302.91%-288.3pp |
| Employer contribution / active EE | $3,644 | $3,218+13.2% | $2,737+33.1% | $4,762-23.5% |
| Participant deferral / active EE | $8,306 | $4,555+82.4% | $3,710+123.9% | $5,983+38.8% |
| Admin fee / account holder | $633 | $6,194-89.8% | $3,845-83.5% | $11,248-94.4% |