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 | $191,973 | $89,370+114.8% | $141,197+36.0% | $72,976+163.1% |
| Participation rate | 92.2% | 75.1%+17.1pp | 82.5%+9.7pp | 69.5%+22.7pp |
| Annual return | 20.98% | 111.88%-90.9pp | 71.41%-50.4pp | 81.02%-60.0pp |
| Employer contribution / active EE | $8,420 | $3,115+170.3% | $4,736+77.8% | $2,440+245.1% |
| Participant deferral / active EE | $7,301 | $5,419+34.7% | $6,710+8.8% | $3,608+102.4% |
| Admin fee / account holder | $14,597 | $5,957+145.1% | $10,265+42.2% | $5,124+184.9% |