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 | $215,499 | $93,345+130.9% | $119,126+80.9% | $87,485+146.3% |
| Participation rate | 93.2% | 68.7%+24.5pp | 75.8%+17.5pp | 68.9%+24.3pp |
| Annual return | 14.04% | 19.08%-5.0pp | 282.11%-268.1pp | 26.06%-12.0pp |
| Employer contribution / active EE | $14,237 | $3,172+348.9% | $4,034+253.0% | $2,596+448.4% |
| Participant deferral / active EE | $8,362 | $4,099+104.0% | $5,318+57.2% | $4,274+95.7% |
| Admin fee / account holder | $22,018 | $8,039+173.9% | $10,693+105.9% | $7,775+183.2% |