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 | $239,688 | $106,864+124.3% | $147,318+62.7% | $82,637+190.0% |
| Participation rate | 94.3% | 75.5%+18.8pp | 82.1%+12.3pp | 68.1%+26.3pp |
| Annual return | 19.99% | 27.49%-7.5pp | 70.43%-50.4pp | 53.51%-33.5pp |
| Employer contribution / active EE | $9,572 | $3,417+180.2% | $4,593+108.4% | $2,552+275.1% |
| Participant deferral / active EE | $13,211 | $6,496+103.4% | $7,906+67.1% | $4,126+220.2% |
| Admin fee / account holder | $30,077 | $8,415+257.4% | $13,708+119.4% | $7,339+309.8% |