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 | $240,238 | $91,179+163.5% | $178,499+34.6% | $79,852+200.9% |
| Participation rate | 96.8% | 69.2%+27.6pp | 81.9%+14.9pp | 69.6%+27.2pp |
| Annual return | 11.01% | 24.19%-13.2pp | 151.10%-140.1pp | 31.72%-20.7pp |
| Employer contribution / active EE | $9,309 | $3,256+185.9% | $5,011+85.8% | $2,471+276.7% |
| Participant deferral / active EE | $5,450 | $3,236+68.4% | $5,202+4.8% | $3,740+45.7% |
| Admin fee / account holder | $10,071 | $6,749+49.2% | $13,986-28.0% | $5,306+89.8% |