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 | $194,899 | $103,038+89.2% | $90,324+115.8% | $152,909+27.5% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.5%+7.5pp |
| Annual return | 13.49% | 95.25%-81.8pp | 78.15%-64.7pp | 345.46%-332.0pp |
| Employer contribution / active EE | $19,459 | $3,141+519.6% | $2,856+581.4% | $4,764+308.5% |
| Participant deferral / active EE | $11,067 | $4,282+158.4% | $3,885+184.8% | $5,851+89.1% |
| Admin fee / account holder | $14,288 | $6,177+131.3% | $5,356+166.8% | $11,601+23.2% |