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 | $243,431 | $77,817+212.8% | $123,553+97.0% | $64,173+279.3% |
| Participation rate | 98.1% | 74.7%+23.4pp | 82.3%+15.8pp | 69.6%+28.5pp |
| Annual return | 11.77% | 12.49%-0.7pp | 119.21%-107.4pp | 7.63%+4.1pp |
| Employer contribution / active EE | $14,182 | $3,014+370.5% | $4,628+206.4% | $2,381+495.7% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $19,831 | $5,519+259.3% | $9,284+113.6% | $4,887+305.8% |