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 | $237,703 | $87,733+170.9% | $106,554+123.1% | $85,851+176.9% |
| Participation rate | 94.3% | 71.9%+22.4pp | 76.1%+18.1pp | 69.3%+25.0pp |
| Annual return | 31.92% | 21.86%+10.1pp | 26.80%+5.1pp | 318.63%-286.7pp |
| Employer contribution / active EE | $9,291 | $2,073+348.2% | $2,819+229.6% | $2,565+262.2% |
| Participant deferral / active EE | $8,715 | $3,469+151.2% | $4,398+98.1% | $3,952+120.5% |
| Admin fee / account holder | $18,441 | $6,767+172.5% | $7,408+148.9% | $6,261+194.5% |