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 | $75,541+175.8% | $152,093+37.0% | $82,637+152.1% |
| Participation rate | 88.4% | 66.5%+21.8pp | 77.8%+10.6pp | 68.1%+20.3pp |
| Annual return | 16.97% | 32.56%-15.6pp | 66.36%-49.4pp | 53.51%-36.5pp |
| Employer contribution / active EE | $3,652 | $2,622+39.3% | $4,175-12.5% | $2,552+43.1% |
| Participant deferral / active EE | $19,321 | $3,206+502.7% | $5,451+254.4% | $4,126+368.3% |
| Admin fee / account holder | $35,159 | $6,405+449.0% | $14,497+142.5% | $7,339+379.1% |