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 | $178,023 | $85,171+109.0% | $172,753+3.1% | $72,976+143.9% |
| Participation rate | 96.3% | 70.1%+26.2pp | 82.6%+13.7pp | 69.5%+26.8pp |
| Annual return | 19.07% | 27.32%-8.3pp | 803.00%-783.9pp | 81.02%-61.9pp |
| Employer contribution / active EE | $8,670 | $3,324+160.8% | $5,144+68.5% | $2,440+255.3% |
| Participant deferral / active EE | $7,591 | $3,260+132.8% | $5,198+46.0% | $3,608+110.4% |
| Admin fee / account holder | $21,487 | $5,880+265.4% | $13,956+54.0% | $5,124+319.3% |