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 | $218,677 | $95,406+129.2% | $185,849+17.7% | $85,847+154.7% |
| Participation rate | 92.7% | 68.8%+24.0pp | 81.7%+11.0pp | 69.3%+23.4pp |
| Annual return | 12.24% | 23.59%-11.4pp | 122.10%-109.9pp | 318.61%-306.4pp |
| Employer contribution / active EE | $5,624 | $3,314+69.7% | $5,169+8.8% | $2,565+119.2% |
| Participant deferral / active EE | $6,643 | $3,424+94.0% | $5,569+19.3% | $3,952+68.1% |
| Admin fee / account holder | $12,259 | $7,214+69.9% | $16,244-24.5% | $6,261+95.8% |