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 | $213,602 | $93,598+128.2% | $135,974+57.1% | $75,173+184.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.68% | 30.89%-13.2pp | 68.30%-50.6pp | 160.72%-143.0pp |
| Employer contribution / active EE | $11,219 | $3,538+217.1% | $4,859+130.9% | $2,671+320.0% |
| Participant deferral / active EE | $7,984 | $6,405+24.6% | $7,760+2.9% | $4,126+93.5% |
| Admin fee / account holder | $16,308 | $6,978+133.7% | $10,767+51.5% | $5,651+188.6% |