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 | $233,101 | $52,961+340.1% | $172,752+34.9% | $65,185+257.6% |
| Participation rate | 80.0% | 66.2%+13.8pp | 82.6%-2.6pp | 70.2%+9.8pp |
| Annual return | 23.96% | 30.12%-6.2pp | 802.97%-779.0pp | 29.38%-5.4pp |
| Employer contribution / active EE | $13,712 | $2,190+526.1% | $5,144+166.6% | $2,177+529.9% |
| Participant deferral / active EE | $6,930 | $2,471+180.4% | $5,198+33.3% | $3,514+97.2% |
| Admin fee / account holder | $29,608 | $472+6173.4% | $13,955+112.2% | $847+3394.8% |