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 | $248,878 | $78,707+216.2% | $117,861+111.2% | $70,126+254.9% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.90% | 23.30%-8.4pp | 335.11%-320.2pp | 73.15%-58.2pp |
| Employer contribution / active EE | $5,708 | $2,223+156.7% | $3,786+50.8% | $2,343+143.7% |
| Participant deferral / active EE | $5,834 | $3,297+76.9% | $4,482+30.2% | $3,332+75.1% |
| Admin fee / account holder | $13,338 | $5,066+163.3% | $8,021+66.3% | $4,645+187.1% |