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 | $229,392 | $113,941+101.3% | $94,229+143.4% | $125,389+82.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 24.43% | 5.29%+19.1pp | 10.68%+13.7pp | 282.24%-257.8pp |
| Employer contribution / active EE | $1,351 | $4,727-71.4% | $3,587-62.3% | $4,866-72.2% |
| Participant deferral / active EE | $6,781 | $5,179+30.9% | $4,320+56.9% | $5,352+26.7% |
| Admin fee / account holder | $64,928 | $8,392+673.7% | $6,269+935.6% | $9,541+580.5% |