Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $226,557 | $70,684+220.5% | $169,390+33.7% | $75,173+201.4% |
| Participation rate | 97.6% | 64.8%+32.8pp | 77.2%+20.4pp | 67.2%+30.4pp |
| Annual return | 18.72% | 36.38%-17.7pp | 406.07%-387.4pp | 160.72%-142.0pp |
| Employer contribution / active EE | $6,079 | $2,211+174.9% | $4,013+51.5% | $2,671+127.6% |
| Participant deferral / active EE | $14,263 | $4,310+231.0% | $6,222+129.2% | $4,126+245.7% |
| Admin fee / account holder | $6,149 | $5,404+13.8% | $9,015-31.8% | $5,651+8.8% |