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 | $229,494 | $70,430+225.8% | $96,572+137.6% | $85,851+167.3% |
| Participation rate | 98.2% | 61.8%+36.4pp | 69.8%+28.4pp | 69.3%+28.9pp |
| Annual return | 11.43% | 18.58%-7.2pp | 37.79%-26.4pp | 318.63%-307.2pp |
| Employer contribution / active EE | $6,031 | $1,413+326.7% | $2,357+155.8% | $2,565+135.1% |
| Participant deferral / active EE | $9,748 | $2,894+236.8% | $3,850+153.2% | $3,952+146.6% |
| Admin fee / account holder | $7,499 | $4,996+50.1% | $6,183+21.3% | $6,261+19.8% |