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 | $222,111 | $81,504+172.5% | $102,437+116.8% | $80,959+174.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 15.51% | 25.60%-10.1pp | 24.95%-9.4pp | 35.67%-20.2pp |
| Employer contribution / active EE | $2,910 | $3,104-6.2% | $3,871-24.8% | $2,757+5.6% |
| Participant deferral / active EE | $11,802 | $3,871+204.9% | $5,060+133.2% | $4,300+174.4% |
| Admin fee / account holder | $91,320 | $6,719+1259.0% | $8,388+988.7% | $6,925+1218.6% |