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 | $215,040 | $77,638+177.0% | $156,551+37.4% | $62,881+242.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.84% | 50.33%-43.5pp | 32.23%-25.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $7,727 | $3,444+124.4% | $5,501+40.5% | $2,281+238.8% |
| Participant deferral / active EE | $5,209 | $3,046+71.0% | $4,871+6.9% | $3,203+62.6% |
| Admin fee / account holder | $5,249 | $5,561-5.6% | $13,028-59.7% | $4,296+22.2% |