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 | $236,106 | $76,551+208.4% | $123,894+90.6% | $62,881+275.5% |
| Participation rate | 97.2% | 73.0%+24.2pp | 81.4%+15.8pp | 69.3%+27.9pp |
| Annual return | 6.50% | 18.68%-12.2pp | 47.52%-41.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $10,739 | $2,882+272.6% | $4,617+132.6% | $2,281+370.8% |
| Participant deferral / active EE | $8,902 | $4,840+83.9% | $5,984+48.8% | $3,203+177.9% |
| Admin fee / account holder | $590 | $4,826-87.8% | $8,357-92.9% | $4,296-86.3% |