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 | $202,948 | $77,638+161.4% | $156,551+29.6% | $62,881+222.7% |
| Participation rate | 96.0% | 71.2%+24.8pp | 84.0%+12.0pp | 69.3%+26.7pp |
| Annual return | 14.17% | 50.33%-36.2pp | 32.23%-18.1pp | 20.14%-6.0pp |
| Employer contribution / active EE | $6,908 | $3,444+100.6% | $5,501+25.6% | $2,281+202.9% |
| Participant deferral / active EE | $10,744 | $3,046+252.8% | $4,871+120.6% | $3,203+235.4% |
| Admin fee / account holder | $12,478 | $5,561+124.4% | $13,028-4.2% | $4,296+190.5% |