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 | $219,598 | $112,729+94.8% | $98,716+122.5% | $137,256+60.0% |
| Participation rate | 94.4% | 74.2%+20.2pp | 69.3%+25.2pp | 80.0%+14.5pp |
| Annual return | 17.28% | 38.48%-21.2pp | 31.81%-14.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $10,983 | $2,725+303.0% | $2,279+382.0% | $4,156+164.3% |
| Participant deferral / active EE | $6,542 | $4,640+41.0% | $4,048+61.6% | $6,407+2.1% |
| Admin fee / account holder | $680 | $10,129-93.3% | $8,703-92.2% | $12,270-94.5% |