Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $229,317 | $81,504+181.4% | $102,437+123.9% | $80,959+183.3% |
| Participation rate | 95.3% | 66.9%+28.5pp | 74.5%+20.8pp | 67.7%+27.7pp |
| Annual return | 65.03% | 25.60%+39.4pp | 24.95%+40.1pp | 35.67%+29.4pp |
| Employer contribution / active EE | $18,217 | $3,104+487.0% | $3,871+370.6% | $2,757+560.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,746 | $6,719+0.4% | $8,388-19.6% | $6,925-2.6% |