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 | $227,149 | $157,276+44.4% | $141,177+60.9% | $152,885+48.6% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 20.15% | 64.33%-44.2pp | 71.40%-51.2pp | 345.39%-325.2pp |
| Employer contribution / active EE | $8,231 | $5,262+56.4% | $4,736+73.8% | $4,763+72.8% |
| Participant deferral / active EE | $13,634 | $7,110+91.7% | $6,710+103.2% | $5,851+133.0% |
| Admin fee / account holder | $47,847 | $12,123+294.7% | $10,263+366.2% | $11,598+312.5% |