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 | $245,292 | $76,407+221.0% | $150,298+63.2% | $82,448+197.5% |
| Participation rate | 95.9% | 66.4%+29.5pp | 77.8%+18.1pp | 68.1%+27.8pp |
| Annual return | 17.58% | 39.99%-22.4pp | 62.79%-45.2pp | 41.64%-24.1pp |
| Employer contribution / active EE | $14,163 | $2,614+441.8% | $4,154+240.9% | $2,551+455.2% |
| Participant deferral / active EE | $10,979 | $3,214+241.5% | $5,453+101.3% | $4,139+165.2% |
| Admin fee / account holder | $62,679 | $6,352+886.8% | $14,116+344.0% | $7,234+766.4% |