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 | $195,632 | $98,776+98.1% | $149,745+30.6% | $79,856+145.0% |
| Participation rate | 88.6% | 75.8%+12.8pp | 82.5%+6.1pp | 69.6%+18.9pp |
| Annual return | 13.94% | 27.38%-13.4pp | 276.72%-262.8pp | 31.71%-17.8pp |
| Employer contribution / active EE | $6,888 | $3,217+114.1% | $4,646+48.3% | $2,471+178.7% |
| Participant deferral / active EE | $12,214 | $5,681+115.0% | $6,843+78.5% | $3,741+226.5% |
| Admin fee / account holder | $24,300 | $6,053+301.5% | $9,312+161.0% | $5,306+357.9% |