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 | $230,854 | $106,749+116.3% | $145,433+58.7% | $82,448+180.0% |
| Participation rate | 98.4% | 75.6%+22.8pp | 82.1%+16.3pp | 68.1%+30.3pp |
| Annual return | 20.81% | 27.59%-6.8pp | 66.58%-45.8pp | 41.64%-20.8pp |
| Employer contribution / active EE | $13,943 | $3,444+304.8% | $4,554+206.1% | $2,551+446.6% |
| Participant deferral / active EE | $10,639 | $6,519+63.2% | $7,897+34.7% | $4,139+157.0% |
| Admin fee / account holder | $2,965 | $8,390-64.7% | $13,129-77.4% | $7,234-59.0% |