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 | $243,725 | $77,908+212.8% | $149,696+62.8% | $75,173+224.2% |
| Participation rate | 97.5% | 65.6%+31.9pp | 78.8%+18.7pp | 67.2%+30.3pp |
| Annual return | 16.99% | 31.73%-14.7pp | 134.46%-117.5pp | 160.72%-143.7pp |
| Employer contribution / active EE | $7,194 | $3,138+129.3% | $4,821+49.2% | $2,671+169.3% |
| Participant deferral / active EE | $6,749 | $3,411+97.9% | $5,682+18.8% | $4,126+63.6% |
| Admin fee / account holder | $1,786 | $5,950-70.0% | $13,212-86.5% | $5,651-68.4% |