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 | $243,626 | $125,797+93.7% | $170,043+43.3% | $75,173+224.1% |
| Participation rate | 97.7% | 83.6%+14.1pp | 87.0%+10.7pp | 67.2%+30.5pp |
| Annual return | 16.58% | 27.20%-10.6pp | 53.40%-36.8pp | 160.72%-144.1pp |
| Employer contribution / active EE | $15,801 | $4,616+242.3% | $6,790+132.7% | $2,671+491.6% |
| Participant deferral / active EE | $19,553 | $6,838+186.0% | $10,410+87.8% | $4,126+373.9% |
| Admin fee / account holder | $23,041 | $8,177+181.8% | $12,824+79.7% | $5,651+307.8% |