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 | $226,110 | $76,551+195.4% | $123,894+82.5% | $62,881+259.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.05% | 18.68%-11.6pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $5,874 | $2,882+103.8% | $4,617+27.2% | $2,281+157.5% |
| Participant deferral / active EE | $7,329 | $4,840+51.4% | $5,984+22.5% | $3,203+128.8% |
| Admin fee / account holder | $5,585 | $4,826+15.7% | $8,357-33.2% | $4,296+30.0% |