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 | $249,727 | $93,617+166.8% | $135,982+83.6% | $75,177+232.2% |
| Participation rate | 94.1% | 75.2%+18.9pp | 81.9%+12.2pp | 67.2%+26.9pp |
| Annual return | 16.24% | 30.89%-14.6pp | 68.32%-52.1pp | 160.75%-144.5pp |
| Employer contribution / active EE | $5,861 | $3,538+65.6% | $4,859+20.6% | $2,671+119.4% |
| Participant deferral / active EE | $9,167 | $6,406+43.1% | $7,760+18.1% | $4,126+122.1% |
| Admin fee / account holder | $41,287 | $6,980+491.6% | $10,767+283.5% | $5,651+630.6% |