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 | $210,423 | $95,406+120.6% | $185,849+13.2% | $85,847+145.1% |
| Participation rate | 80.0% | 68.8%+11.2pp | 81.7%-1.7pp | 69.3%+10.7pp |
| Annual return | 13.10% | 23.59%-10.5pp | 122.10%-109.0pp | 318.61%-305.5pp |
| Employer contribution / active EE | $9,946 | $3,314+200.1% | $5,169+92.4% | $2,565+287.7% |
| Participant deferral / active EE | $6,582 | $3,424+92.2% | $5,569+18.2% | $3,952+66.5% |
| Admin fee / account holder | $39,512 | $7,214+447.7% | $16,244+143.2% | $6,261+531.1% |