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 | $240,822 | $95,415+152.4% | $185,851+29.6% | $85,851+180.5% |
| Participation rate | 87.0% | 68.8%+18.3pp | 81.7%+5.3pp | 69.3%+17.7pp |
| Annual return | 14.66% | 23.59%-8.9pp | 122.11%-107.5pp | 318.63%-304.0pp |
| Employer contribution / active EE | $9,780 | $3,314+195.1% | $5,168+89.2% | $2,565+281.2% |
| Participant deferral / active EE | $8,335 | $3,424+143.4% | $5,569+49.7% | $3,952+110.9% |
| Admin fee / account holder | $13,363 | $7,215+85.2% | $16,245-17.7% | $6,261+113.4% |