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 | $216,374 | $93,345+131.8% | $119,126+81.6% | $87,485+147.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 13.50% | 19.08%-5.6pp | 282.11%-268.6pp | 26.06%-12.6pp |
| Employer contribution / active EE | $5,762 | $3,172+81.7% | $4,034+42.8% | $2,596+121.9% |
| Participant deferral / active EE | $11,374 | $4,099+177.5% | $5,318+113.9% | $4,274+166.1% |
| Admin fee / account holder | $16,177 | $8,039+101.2% | $10,693+51.3% | $7,775+108.1% |