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 | $203,140 | $91,198+122.7% | $178,503+13.8% | $79,856+154.4% |
| Participation rate | 93.8% | 69.2%+24.5pp | 81.9%+11.8pp | 69.6%+24.1pp |
| Annual return | 15.41% | 24.20%-8.8pp | 151.12%-135.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $4,885 | $3,257+50.0% | $5,011-2.5% | $2,471+97.7% |
| Participant deferral / active EE | $1,505 | $3,237-53.5% | $5,202-71.1% | $3,741-59.8% |
| Admin fee / account holder | $5,462 | $6,748-19.1% | $13,987-61.0% | $5,306+2.9% |