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 | $214,703 | $89,370+140.2% | $141,197+52.1% | $72,976+194.2% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 21.36% | 111.88%-90.5pp | 71.41%-50.0pp | 81.02%-59.7pp |
| Employer contribution / active EE | $5,295 | $3,115+70.0% | $4,736+11.8% | $2,440+117.0% |
| Participant deferral / active EE | $5,947 | $5,419+9.8% | $6,710-11.4% | $3,608+64.8% |
| Admin fee / account holder | $70,744 | $5,957+1087.6% | $10,265+589.2% | $5,124+1280.6% |