Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $241,355 | $93,373+158.5% | $152,473+58.3% | $85,847+181.1% |
| Participation rate | 96.3% | 70.1%+26.2pp | 78.2%+18.1pp | 69.3%+27.0pp |
| Annual return | 11.50% | 21.84%-10.3pp | 757.59%-746.1pp | 318.61%-307.1pp |
| Employer contribution / active EE | $11,859 | $2,996+295.8% | $4,326+174.1% | $2,565+362.3% |
| Participant deferral / active EE | $21,803 | $4,550+379.1% | $5,817+274.8% | $3,952+451.7% |
| Admin fee / account holder | $36,828 | $13,853+165.9% | $15,811+132.9% | $6,261+488.3% |