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 | $159,263 | $77,638+105.1% | $156,551+1.7% | $62,881+153.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.13% | 50.33%-44.2pp | 32.23%-26.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $9,274 | $3,444+169.3% | $5,501+68.6% | $2,281+306.6% |
| Participant deferral / active EE | $4,468 | $3,046+46.7% | $4,871-8.3% | $3,203+39.5% |
| Admin fee / account holder | $9,915 | $5,561+78.3% | $13,028-23.9% | $4,296+130.8% |