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 | $170,716 | $102,422+66.7% | $147,117+16.0% | $80,959+110.9% |
| Participation rate | 97.7% | 75.9%+21.8pp | 82.2%+15.5pp | 67.7%+30.0pp |
| Annual return | 13.51% | 135.16%-121.6pp | 420.54%-407.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $12,384 | $3,717+233.1% | $4,932+151.1% | $2,757+349.2% |
| Participant deferral / active EE | $14,218 | $6,652+113.7% | $8,065+76.3% | $4,300+230.6% |
| Admin fee / account holder | $23,102 | $7,953+190.5% | $12,993+77.8% | $6,925+233.6% |