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 | $188,903 | $78,670+140.1% | $109,173+73.0% | $85,847+120.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 15.37% | 25.09%-9.7pp | 25.75%-10.4pp | 318.61%-303.2pp |
| Employer contribution / active EE | $6,100 | $2,734+123.1% | $3,723+63.8% | $2,565+137.8% |
| Participant deferral / active EE | $11,467 | $3,467+230.7% | $4,654+146.4% | $3,952+190.2% |
| Admin fee / account holder | $8,903 | $5,469+62.8% | $6,755+31.8% | $6,261+42.2% |