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 | $238,086 | $77,814+206.0% | $158,223+50.5% | $86,983+173.7% |
| Participation rate | 96.3% | 68.4%+27.9pp | 79.2%+17.1pp | 69.5%+26.8pp |
| Annual return | 12.91% | 30.54%-17.6pp | 52.09%-39.2pp | 25.83%-12.9pp |
| Employer contribution / active EE | $8,427 | $2,592+225.1% | $4,109+105.1% | $2,584+226.1% |
| Participant deferral / active EE | $7,942 | $3,270+142.9% | $5,467+45.3% | $4,194+89.4% |
| Admin fee / account holder | $648 | $5,879-89.0% | $16,047-96.0% | $7,856-91.8% |