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 | $234,477 | $108,825+115.5% | $156,181+50.1% | $82,448+184.4% |
| Participation rate | 81.5% | 72.4%+9.1pp | 78.8%+2.7pp | 68.1%+13.4pp |
| Annual return | 14.38% | 20.59%-6.2pp | 64.87%-50.5pp | 41.64%-27.3pp |
| Employer contribution / active EE | $7,906 | $2,870+175.5% | $4,294+84.1% | $2,551+209.9% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $37,773 | $9,341+304.4% | $14,586+159.0% | $7,234+422.1% |