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 | $245,469 | $125,797+95.1% | $170,057+44.3% | $75,177+226.5% |
| Participation rate | 97.8% | 83.6%+14.2pp | 87.0%+10.8pp | 67.2%+30.6pp |
| Annual return | 18.64% | 27.20%-8.6pp | 53.42%-34.8pp | 160.75%-142.1pp |
| Employer contribution / active EE | $13,790 | $4,616+198.7% | $6,790+103.1% | $2,671+416.3% |
| Participant deferral / active EE | $17,978 | $6,838+162.9% | $10,411+72.7% | $4,126+335.7% |
| Admin fee / account holder | $22,456 | $8,177+174.6% | $12,826+75.1% | $5,651+297.4% |