Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $198,951 | $107,421+85.2% | $182,262+9.2% | $94,015+111.6% |
| Participation rate | 98.7% | 77.8%+20.9pp | 84.2%+14.5pp | 70.8%+27.9pp |
| Annual return | 23.79% | 21.32%+2.5pp | 140.60%-116.8pp | 17.84%+5.9pp |
| Employer contribution / active EE | $19,919 | $3,448+477.7% | $5,046+294.8% | $2,790+613.9% |
| Participant deferral / active EE | $16,435 | $6,558+150.6% | $8,276+98.6% | $4,249+286.7% |
| Admin fee / account holder | $12,348 | $8,692+42.1% | $16,712-26.1% | $8,951+38.0% |