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 | $232,281 | $81,331+185.6% | $155,534+49.3% | $80,935+187.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.28% | 33.37%-22.1pp | 64.92%-53.6pp | 35.66%-24.4pp |
| Employer contribution / active EE | $6,997 | $3,105+125.4% | $4,675+49.7% | $2,757+153.8% |
| Participant deferral / active EE | $5,912 | $3,454+71.2% | $5,630+5.0% | $4,299+37.5% |
| Admin fee / account holder | $121,211 | $7,999+1415.3% | $15,900+662.3% | $6,924+1650.5% |