Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $183,430 | $89,370+105.2% | $141,197+29.9% | $72,976+151.4% |
| Participation rate | 97.4% | 75.1%+22.2pp | 82.5%+14.9pp | 69.5%+27.9pp |
| Annual return | 19.45% | 111.88%-92.4pp | 71.41%-52.0pp | 81.02%-61.6pp |
| Employer contribution / active EE | $8,472 | $3,115+172.0% | $4,736+78.9% | $2,440+247.2% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $15,629 | $5,957+162.4% | $10,265+52.3% | $5,124+205.0% |