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 | $215,934 | $78,690+174.4% | $161,489+33.7% | $87,485+146.8% |
| Participation rate | 96.3% | 67.5%+28.8pp | 78.7%+17.6pp | 68.9%+27.4pp |
| Annual return | 14.86% | 32.74%-17.9pp | 89.72%-74.9pp | 26.06%-11.2pp |
| Employer contribution / active EE | $12,603 | $2,588+386.9% | $4,268+195.3% | $2,596+385.4% |
| Participant deferral / active EE | $6,085 | $3,311+83.8% | $5,630+8.1% | $4,274+42.4% |
| Admin fee / account holder | $42,368 | $6,724+530.1% | $16,006+164.7% | $7,775+444.9% |