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 | $190,637 | $87,059+119.0% | $105,608+80.5% | $80,925+135.6% |
| Participation rate | 98.3% | 70.4%+27.8pp | 75.3%+23.0pp | 67.7%+30.6pp |
| Annual return | 23.35% | 17.05%+6.3pp | 116.50%-93.1pp | 35.65%-12.3pp |
| Employer contribution / active EE | $12,097 | $2,396+404.8% | $3,167+282.0% | $2,756+338.9% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,662 | $8,443-32.9% | $11,028-48.7% | $6,940-18.4% |