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 | $208,351 | $76,407+172.7% | $150,298+38.6% | $82,448+152.7% |
| Participation rate | 88.4% | 66.4%+22.0pp | 77.8%+10.6pp | 68.1%+20.3pp |
| Annual return | 16.97% | 39.99%-23.0pp | 62.79%-45.8pp | 41.64%-24.7pp |
| Employer contribution / active EE | $3,652 | $2,614+39.7% | $4,154-12.1% | $2,551+43.2% |
| Participant deferral / active EE | $19,321 | $3,214+501.1% | $5,453+254.3% | $4,139+366.8% |
| Admin fee / account holder | $35,159 | $6,352+453.5% | $14,116+149.1% | $7,234+386.0% |