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 | $195,772 | $98,776+98.2% | $149,745+30.7% | $79,856+145.2% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.6%+27.9pp |
| Annual return | 12.94% | 27.38%-14.4pp | 276.72%-263.8pp | 31.71%-18.8pp |
| Employer contribution / active EE | $9,610 | $3,217+198.7% | $4,646+106.9% | $2,471+288.9% |
| Participant deferral / active EE | $3,110 | $5,681-45.3% | $6,843-54.6% | $3,741-16.9% |
| Admin fee / account holder | $5,638 | $6,053-6.9% | $9,312-39.5% | $5,306+6.2% |