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 | $177,819 | $91,167+95.0% | $178,498-0.4% | $79,858+122.7% |
| Participation rate | 97.6% | 69.2%+28.4pp | 81.9%+15.6pp | 69.6%+27.9pp |
| Annual return | 48.23% | 24.19%+24.0pp | 151.09%-102.9pp | 31.72%+16.5pp |
| Employer contribution / active EE | $10,049 | $3,255+208.7% | $5,011+100.5% | $2,471+306.7% |
| Participant deferral / active EE | $7,031 | $3,236+117.3% | $5,202+35.2% | $3,740+88.0% |
| Admin fee / account holder | $3,343 | $6,747-50.5% | $13,985-76.1% | $5,306-37.0% |