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 | $181,513 | $77,638+133.8% | $156,551+15.9% | $62,881+188.7% |
| Participation rate | 98.2% | 71.2%+27.0pp | 84.0%+14.2pp | 69.3%+28.9pp |
| Annual return | 8.12% | 50.33%-42.2pp | 32.23%-24.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $13,193 | $3,444+283.1% | $5,501+139.8% | $2,281+478.4% |
| Participant deferral / active EE | $5,207 | $3,046+71.0% | $4,871+6.9% | $3,203+62.6% |
| Admin fee / account holder | $4,532 | $5,561-18.5% | $13,028-65.2% | $4,296+5.5% |