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 | $154,326 | $77,638+98.8% | $156,551-1.4% | $62,881+145.4% |
| Participation rate | 90.9% | 71.2%+19.7pp | 84.0%+6.9pp | 69.3%+21.6pp |
| Annual return | 17.80% | 50.33%-32.5pp | 32.23%-14.4pp | 20.14%-2.3pp |
| Employer contribution / active EE | $9,413 | $3,444+173.3% | $5,501+71.1% | $2,281+312.7% |
| Participant deferral / active EE | $6,453 | $3,046+111.9% | $4,871+32.5% | $3,203+101.5% |
| Admin fee / account holder | $468 | $5,561-91.6% | $13,028-96.4% | $4,296-89.1% |