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 | $205,246 | $106,749+92.3% | $145,433+41.1% | $82,448+148.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.48% | 27.59%-9.1pp | 66.58%-48.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $3,719 | $3,444+8.0% | $4,554-18.3% | $2,551+45.8% |
| Participant deferral / active EE | $2,597 | $6,519-60.2% | $7,897-67.1% | $4,139-37.3% |
| Admin fee / account holder | $14,781 | $8,390+76.2% | $13,129+12.6% | $7,234+104.3% |