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 | $211,158 | $60,442+249.4% | $96,754+118.2% | $87,485+141.4% |
| Participation rate | 97.7% | 58.7%+39.0pp | 70.3%+27.5pp | 68.9%+28.8pp |
| Annual return | 19.94% | 21.97%-2.0pp | 82.04%-62.1pp | 26.06%-6.1pp |
| Employer contribution / active EE | $3,865 | $1,691+128.6% | $2,679+44.3% | $2,596+48.9% |
| Participant deferral / active EE | $10,926 | $3,280+233.1% | $4,758+129.6% | $4,274+155.7% |
| Admin fee / account holder | $29,092 | $5,069+473.9% | $8,905+226.7% | $7,775+274.2% |