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 | $189,785 | $98,776+92.1% | $149,745+26.7% | $79,856+137.7% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.5%+15.5pp | 69.6%+28.3pp |
| Annual return | 18.78% | 27.38%-8.6pp | 276.72%-257.9pp | 31.71%-12.9pp |
| Employer contribution / active EE | $6,962 | $3,217+116.4% | $4,646+49.9% | $2,471+181.7% |
| Participant deferral / active EE | $8,329 | $5,681+46.6% | $6,843+21.7% | $3,741+122.7% |
| Admin fee / account holder | $486 | $6,053-92.0% | $9,312-94.8% | $5,306-90.8% |