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 | $196,019 | $50,554+287.7% | $67,681+189.6% | $87,485+124.1% |
| Participation rate | 91.7% | 67.7%+23.9pp | 73.7%+17.9pp | 68.9%+22.7pp |
| Annual return | 14.22% | 17.81%-3.6pp | 590.58%-576.4pp | 26.06%-11.8pp |
| Employer contribution / active EE | $4,763 | $1,988+139.5% | $2,678+77.9% | $2,596+83.5% |
| Participant deferral / active EE | $4,433 | $2,961+49.7% | $3,976+11.5% | $4,274+3.7% |
| Admin fee / account holder | $4,197 | $4,132+1.6% | $6,100-31.2% | $7,775-46.0% |