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 | $230,647 | $86,949+165.3% | $102,460+125.1% | $80,959+184.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 15.31% | 18.89%-3.6pp | 29.47%-14.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $2,702 | $2,370+14.0% | $3,025-10.7% | $2,757-2.0% |
| Participant deferral / active EE | $4,151 | $4,121+0.7% | $5,056-17.9% | $4,300-3.5% |
| Admin fee / account holder | $15,133 | $8,048+88.0% | $9,460+60.0% | $6,925+118.5% |