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 | $233,121 | $77,638+200.3% | $156,551+48.9% | $62,881+270.7% |
| Participation rate | 95.5% | 71.2%+24.3pp | 84.0%+11.4pp | 69.3%+26.1pp |
| Annual return | 9.12% | 50.33%-41.2pp | 32.23%-23.1pp | 20.14%-11.0pp |
| Employer contribution / active EE | $7,903 | $3,444+129.5% | $5,501+43.7% | $2,281+246.5% |
| Participant deferral / active EE | $6,102 | $3,046+100.3% | $4,871+25.3% | $3,203+90.5% |
| Admin fee / account holder | $3,108 | $5,561-44.1% | $13,028-76.1% | $4,296-27.6% |