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 | $243,964 | $89,367+173.0% | $141,191+72.8% | $72,975+234.3% |
| Participation rate | 90.7% | 75.1%+15.6pp | 82.5%+8.3pp | 69.5%+21.3pp |
| Annual return | 23.34% | 111.87%-88.5pp | 71.41%-48.1pp | 81.01%-57.7pp |
| Employer contribution / active EE | $2,778 | $3,115-10.8% | $4,736-41.3% | $2,440+13.8% |
| Participant deferral / active EE | $8,148 | $5,419+50.4% | $6,710+21.4% | $3,608+125.8% |
| Admin fee / account holder | $13,234 | $5,957+122.2% | $10,264+28.9% | $5,124+158.3% |