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 | $232,685 | $77,638+199.7% | $156,551+48.6% | $62,881+270.0% |
| Participation rate | 96.3% | 71.2%+25.1pp | 84.0%+12.3pp | 69.3%+27.0pp |
| Annual return | 8.37% | 50.33%-42.0pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $6,798 | $3,444+97.4% | $5,501+23.6% | $2,281+198.0% |
| Participant deferral / active EE | $6,609 | $3,046+117.0% | $4,871+35.7% | $3,203+106.3% |
| Admin fee / account holder | $25,205 | $5,561+353.2% | $13,028+93.5% | $4,296+486.7% |