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 | $192,218 | $65,367+194.1% | $92,915+106.9% | $72,976+163.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 23.73% | 42.11%-18.4pp | 109.45%-85.7pp | 81.02%-57.3pp |
| Employer contribution / active EE | $11,860 | $2,594+357.2% | $3,653+224.6% | $2,440+386.1% |
| Participant deferral / active EE | $8,256 | $3,128+163.9% | $4,238+94.8% | $3,608+128.8% |
| Admin fee / account holder | $5,947 | $4,251+39.9% | $5,796+2.6% | $5,124+16.1% |