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 | $227,387 | $100,003+127.4% | $146,685+55.0% | $85,856+164.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 14.38% | 18.93%-4.6pp | 22.75%-8.4pp | 318.58%-304.2pp |
| Employer contribution / active EE | $12,539 | $2,559+390.0% | $4,137+203.1% | $2,565+388.8% |
| Participant deferral / active EE | $5,542 | $4,006+38.3% | $5,507+0.6% | $3,952+40.2% |
| Admin fee / account holder | $14,236 | $7,704+84.8% | $10,281+38.5% | $6,261+127.4% |