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 | $175,269 | $77,920+124.9% | $149,723+17.1% | $75,177+133.1% |
| Participation rate | 90.9% | 65.6%+25.3pp | 78.8%+12.1pp | 67.2%+23.7pp |
| Annual return | 16.71% | 31.72%-15.0pp | 134.50%-117.8pp | 160.75%-144.0pp |
| Employer contribution / active EE | $10,473 | $3,138+233.7% | $4,821+117.2% | $2,671+292.1% |
| Participant deferral / active EE | $6,481 | $3,411+90.0% | $5,682+14.0% | $4,126+57.1% |
| Admin fee / account holder | $27,726 | $5,951+365.9% | $13,215+109.8% | $5,651+390.6% |