Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $200,017 | $98,766+102.5% | $149,730+33.6% | $79,852+150.5% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.5%+7.5pp | 69.6%+20.4pp |
| Annual return | 17.73% | 27.43%-9.7pp | 276.70%-259.0pp | 31.72%-14.0pp |
| Employer contribution / active EE | $6,519 | $3,217+102.6% | $4,645+40.3% | $2,471+163.8% |
| Participant deferral / active EE | $6,695 | $5,681+17.9% | $6,843-2.2% | $3,740+79.0% |
| Admin fee / account holder | $1,683 | $6,052-72.2% | $9,310-81.9% | $5,306-68.3% |