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 | $212,498 | $106,864+98.8% | $147,318+44.2% | $82,637+157.1% |
| Participation rate | 90.0% | 75.5%+14.5pp | 82.1%+7.9pp | 68.1%+21.9pp |
| Annual return | 15.20% | 27.49%-12.3pp | 70.43%-55.2pp | 53.51%-38.3pp |
| Employer contribution / active EE | $9,035 | $3,417+164.5% | $4,593+96.7% | $2,552+254.0% |
| Participant deferral / active EE | $10,826 | $6,496+66.7% | $7,906+36.9% | $4,126+162.4% |
| Admin fee / account holder | $52,093 | $8,415+519.1% | $13,708+280.0% | $7,339+609.8% |