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 | $187,074 | $99,875+87.3% | $146,866+27.4% | $86,983+115.1% |
| Participation rate | 90.7% | 75.8%+14.9pp | 82.5%+8.2pp | 69.5%+21.2pp |
| Annual return | 15.78% | 28.10%-12.3pp | 102.85%-87.1pp | 25.83%-10.0pp |
| Employer contribution / active EE | $13,767 | $3,224+327.0% | $4,425+211.2% | $2,584+432.7% |
| Participant deferral / active EE | $6,830 | $6,322+8.0% | $7,759-12.0% | $4,194+62.9% |
| Admin fee / account holder | $49,109 | $7,838+526.6% | $13,620+260.6% | $7,856+525.1% |