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 | $217,936 | $98,766+120.7% | $149,730+45.6% | $79,852+172.9% |
| Participation rate | 89.5% | 75.8%+13.7pp | 82.5%+7.0pp | 69.6%+19.8pp |
| Annual return | 17.77% | 27.43%-9.7pp | 276.70%-258.9pp | 31.72%-13.9pp |
| Employer contribution / active EE | $5,509 | $3,217+71.3% | $4,645+18.6% | $2,471+122.9% |
| Participant deferral / active EE | $8,304 | $5,681+46.2% | $6,843+21.4% | $3,740+122.0% |
| Admin fee / account holder | $519 | $6,052-91.4% | $9,310-94.4% | $5,306-90.2% |