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 | $181,980 | $125,797+44.7% | $170,057+7.0% | $75,177+142.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 19.43% | 27.20%-7.8pp | 53.42%-34.0pp | 160.75%-141.3pp |
| Employer contribution / active EE | $14,284 | $4,616+209.4% | $6,790+110.4% | $2,671+434.8% |
| Participant deferral / active EE | $17,284 | $6,838+152.8% | $10,411+66.0% | $4,126+318.9% |
| Admin fee / account holder | $5,078 | $8,177-37.9% | $12,826-60.4% | $5,651-10.1% |