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 | $171,861 | $56,894+202.1% | $84,753+102.8% | $62,881+173.3% |
| Participation rate | 97.1% | 68.5%+28.5pp | 76.6%+20.5pp | 69.3%+27.8pp |
| Annual return | 48.59% | 6.30%+42.3pp | 22.78%+25.8pp | 20.14%+28.4pp |
| Employer contribution / active EE | $11,217 | $2,400+367.4% | $3,574+213.8% | $2,281+391.8% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,786 | $3,581+33.7% | $5,333-10.3% | $4,296+11.4% |