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 | $172,953 | $89,370+93.5% | $141,197+22.5% | $72,976+137.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.51% | 111.88%-92.4pp | 71.41%-51.9pp | 81.02%-61.5pp |
| Employer contribution / active EE | $7,433 | $3,115+138.6% | $4,736+56.9% | $2,440+204.6% |
| Participant deferral / active EE | $8,287 | $5,419+52.9% | $6,710+23.5% | $3,608+129.7% |
| Admin fee / account holder | $25,618 | $5,957+330.1% | $10,265+149.6% | $5,124+399.9% |