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 | $203,252 | $77,638+161.8% | $156,551+29.8% | $62,881+223.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.61% | 50.33%-43.7pp | 32.23%-25.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $6,697 | $3,444+94.5% | $5,501+21.7% | $2,281+193.6% |
| Participant deferral / active EE | $5,088 | $3,046+67.1% | $4,871+4.5% | $3,203+58.9% |
| Admin fee / account holder | $34,018 | $5,561+511.7% | $13,028+161.1% | $4,296+691.9% |