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 | $176,632 | $85,171+107.4% | $172,752+2.2% | $72,975+142.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.12% | 27.32%-6.2pp | 802.97%-781.9pp | 81.01%-59.9pp |
| Employer contribution / active EE | $5,498 | $3,324+65.4% | $5,144+6.9% | $2,440+125.3% |
| Participant deferral / active EE | $7,834 | $3,260+140.3% | $5,198+50.7% | $3,608+117.1% |
| Admin fee / account holder | $1,188 | $5,880-79.8% | $13,955-91.5% | $5,124-76.8% |