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 | $240,141 | $65,434+267.0% | $98,483+143.8% | $85,847+179.7% |
| Participation rate | 94.2% | 65.0%+29.2pp | 73.3%+20.9pp | 69.3%+24.9pp |
| Annual return | 13.64% | 21.75%-8.1pp | 1494.38%-1480.7pp | 318.61%-305.0pp |
| Employer contribution / active EE | $3,594 | $2,169+65.7% | $2,961+21.4% | $2,565+40.1% |
| Participant deferral / active EE | $10,245 | $3,168+223.4% | $4,276+139.6% | $3,952+159.2% |
| Admin fee / account holder | $9,464 | $4,595+106.0% | $5,953+59.0% | $6,261+51.2% |