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 | $232,672 | $85,171+173.2% | $172,753+34.7% | $72,976+218.8% |
| Participation rate | 93.6% | 70.1%+23.6pp | 82.6%+11.0pp | 69.5%+24.1pp |
| Annual return | 23.18% | 27.32%-4.1pp | 803.00%-779.8pp | 81.02%-57.8pp |
| Employer contribution / active EE | $6,551 | $3,324+97.1% | $5,144+27.3% | $2,440+168.5% |
| Participant deferral / active EE | $4,066 | $3,260+24.7% | $5,198-21.8% | $3,608+12.7% |
| Admin fee / account holder | $3,292 | $5,880-44.0% | $13,956-76.4% | $5,124-35.8% |