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 | $198,587 | $73,978+168.4% | $96,515+105.8% | $75,173+164.2% |
| Participation rate | 94.1% | 66.4%+27.7pp | 74.3%+19.8pp | 67.2%+26.9pp |
| Annual return | 16.66% | 26.72%-10.1pp | 35.73%-19.1pp | 160.72%-144.1pp |
| Employer contribution / active EE | $15,806 | $2,931+439.3% | $3,740+322.7% | $2,671+491.8% |
| Participant deferral / active EE | $6,284 | $3,660+71.7% | $4,880+28.8% | $4,126+52.3% |
| Admin fee / account holder | $2,821 | $5,219-46.0% | $6,735-58.1% | $5,651-50.1% |