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 | $227,425 | $123,793+83.7% | $177,848+27.9% | $79,856+184.8% |
| Participation rate | 94.9% | 84.7%+10.2pp | 87.7%+7.2pp | 69.6%+25.2pp |
| Annual return | 19.31% | 22.82%-3.5pp | 48.33%-29.0pp | 31.71%-12.4pp |
| Employer contribution / active EE | $19,075 | $4,095+365.8% | $5,919+222.3% | $2,471+671.9% |
| Participant deferral / active EE | $13,856 | $5,956+132.6% | $7,714+79.6% | $3,741+270.4% |
| Admin fee / account holder | $4,896 | $7,243-32.4% | $12,431-60.6% | $5,306-7.7% |