Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $195,156 | $93,617+108.5% | $135,982+43.5% | $75,177+159.6% |
| Participation rate | 96.7% | 75.2%+21.5pp | 81.9%+14.8pp | 67.2%+29.5pp |
| Annual return | 31.71% | 30.89%+0.8pp | 68.32%-36.6pp | 160.75%-129.0pp |
| Employer contribution / active EE | $10,693 | $3,538+202.2% | $4,859+120.1% | $2,671+300.3% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,015 | $6,980-42.5% | $10,767-62.7% | $5,651-28.9% |