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 | $242,111 | $138,393+74.9% | $184,256+31.4% | $80,959+199.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 12.07% | 20.01%-7.9pp | 28.85%-16.8pp | 35.67%-23.6pp |
| Employer contribution / active EE | $17,757 | $4,847+266.3% | $6,427+176.3% | $2,757+544.0% |
| Participant deferral / active EE | $18,029 | $7,076+154.8% | $9,133+97.4% | $4,300+319.2% |
| Admin fee / account holder | $15,371 | $10,489+46.5% | $13,899+10.6% | $6,925+121.9% |