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 | $219,819 | $72,273+204.2% | $101,275+117.1% | $79,856+175.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 14.36% | 22.30%-7.9pp | 46.48%-32.1pp | 31.71%-17.3pp |
| Employer contribution / active EE | $7,614 | $2,691+182.9% | $3,660+108.0% | $2,471+208.1% |
| Participant deferral / active EE | $3,172 | $3,282-3.3% | $4,371-27.4% | $3,741-15.2% |
| Admin fee / account holder | $2,094 | $4,401-52.4% | $5,948-64.8% | $5,306-60.5% |