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 | $240,669 | $85,766+180.6% | $136,297+76.6% | $70,124+243.2% |
| Participation rate | 98.1% | 74.2%+23.9pp | 81.9%+16.2pp | 69.5%+28.5pp |
| Annual return | 18.25% | 31.45%-13.2pp | 5156.19%-5137.9pp | 73.14%-54.9pp |
| Employer contribution / active EE | $13,543 | $2,966+356.6% | $4,696+188.4% | $2,342+478.1% |
| Participant deferral / active EE | $11,614 | $5,051+129.9% | $6,247+85.9% | $3,332+248.6% |
| Admin fee / account holder | $15,661 | $5,420+188.9% | $9,244+69.4% | $4,645+237.1% |