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 | $226,089 | $79,961+182.7% | $98,462+129.6% | $75,177+200.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 18.41% | 19.75%-1.3pp | 21.17%-2.8pp | 160.75%-142.3pp |
| Employer contribution / active EE | $6,893 | $2,264+204.4% | $3,049+126.1% | $2,671+158.0% |
| Participant deferral / active EE | $8,196 | $3,753+118.4% | $4,738+73.0% | $4,126+98.6% |
| Admin fee / account holder | $21,443 | $6,842+213.4% | $8,875+141.6% | $5,651+279.4% |