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 | $194,418 | $93,617+107.7% | $135,982+43.0% | $75,177+158.6% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 19.92% | 30.89%-11.0pp | 68.32%-48.4pp | 160.75%-140.8pp |
| Employer contribution / active EE | $10,261 | $3,538+190.0% | $4,859+111.2% | $2,671+284.2% |
| Participant deferral / active EE | $10,619 | $6,406+65.8% | $7,760+36.8% | $4,126+157.3% |
| Admin fee / account holder | $2,065 | $6,980-70.4% | $10,767-80.8% | $5,651-63.5% |