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 | $189,867 | $85,766+121.4% | $136,298+39.3% | $70,126+170.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 16.04% | 31.46%-15.4pp | 5156.27%-5140.2pp | 73.15%-57.1pp |
| Employer contribution / active EE | $7,675 | $2,966+158.8% | $4,696+63.5% | $2,343+227.7% |
| Participant deferral / active EE | $8,450 | $5,051+67.3% | $6,247+35.3% | $3,332+153.6% |
| Admin fee / account holder | $2,363 | $5,421-56.4% | $9,244-74.4% | $4,645-49.1% |