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 | $192,461 | $109,411+75.9% | $89,435+115.2% | $158,982+21.1% |
| Participation rate | 81.8% | 74.3%+7.5pp | 68.0%+13.8pp | 82.0%-0.1pp |
| Annual return | 6.32% | 345.68%-339.4pp | 245.55%-239.2pp | 302.99%-296.7pp |
| Employer contribution / active EE | $1,055 | $3,173-66.7% | $2,587-59.2% | $4,763-77.8% |
| Participant deferral / active EE | $2,426 | $4,600-47.2% | $3,890-37.6% | $5,983-59.4% |
| Admin fee / account holder | $44,126 | $6,159+616.5% | $4,884+803.4% | $11,252+292.2% |