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 | $199,622 | $48,053+315.4% | $84,637+135.9% | $72,976+173.5% |
| Participation rate | 98.5% | 57.6%+40.9pp | 68.2%+30.3pp | 69.5%+29.0pp |
| Annual return | 21.42% | 37.39%-16.0pp | 258.82%-237.4pp | 81.02%-59.6pp |
| Employer contribution / active EE | $8,359 | $1,602+421.8% | $2,653+215.0% | $2,440+242.6% |
| Participant deferral / active EE | $7,696 | $2,681+187.1% | $3,900+97.3% | $3,608+113.3% |
| Admin fee / account holder | $12,981 | $3,395+282.3% | $4,914+164.2% | $5,124+153.3% |