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 | $241,275 | $89,370+170.0% | $141,197+70.9% | $72,976+230.6% |
| Participation rate | 96.4% | 75.1%+21.2pp | 82.5%+13.9pp | 69.5%+26.9pp |
| Annual return | 23.07% | 111.88%-88.8pp | 71.41%-48.3pp | 81.02%-57.9pp |
| Employer contribution / active EE | $6,228 | $3,115+99.9% | $4,736+31.5% | $2,440+155.2% |
| Participant deferral / active EE | $10,819 | $5,419+99.7% | $6,710+61.2% | $3,608+199.9% |
| Admin fee / account holder | $9,975 | $5,957+67.5% | $10,265-2.8% | $5,124+94.7% |