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 | $218,358 | $77,908+180.3% | $149,696+45.9% | $75,173+190.5% |
| Participation rate | 93.9% | 65.6%+28.4pp | 78.8%+15.2pp | 67.2%+26.7pp |
| Annual return | 22.08% | 31.73%-9.6pp | 134.46%-112.4pp | 160.72%-138.6pp |
| Employer contribution / active EE | $10,228 | $3,138+226.0% | $4,821+112.2% | $2,671+282.9% |
| Participant deferral / active EE | $7,059 | $3,411+106.9% | $5,682+24.2% | $4,126+71.1% |
| Admin fee / account holder | $2,194 | $5,950-63.1% | $13,212-83.4% | $5,651-61.2% |