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 | $195,427 | $91,179+114.3% | $178,499+9.5% | $79,852+144.7% |
| Participation rate | 85.4% | 69.2%+16.2pp | 81.9%+3.4pp | 69.6%+15.7pp |
| Annual return | 12.20% | 24.19%-12.0pp | 151.10%-138.9pp | 31.72%-19.5pp |
| Employer contribution / active EE | $6,049 | $3,256+85.8% | $5,011+20.7% | $2,471+144.8% |
| Participant deferral / active EE | $4,334 | $3,236+33.9% | $5,202-16.7% | $3,740+15.9% |
| Admin fee / account holder | $1,818 | $6,749-73.1% | $13,986-87.0% | $5,306-65.7% |