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 | $222,984 | $106,864+108.7% | $147,318+51.4% | $82,637+169.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.30% | 27.49%-8.2pp | 70.43%-51.1pp | 53.51%-34.2pp |
| Employer contribution / active EE | $2,944 | $3,417-13.8% | $4,593-35.9% | $2,552+15.3% |
| Participant deferral / active EE | $17,374 | $6,496+167.5% | $7,906+119.7% | $4,126+321.1% |
| Admin fee / account holder | $787 | $8,415-90.7% | $13,708-94.3% | $7,339-89.3% |