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 | $210,580 | $108,825+93.5% | $156,181+34.8% | $82,448+155.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 13.34% | 20.59%-7.3pp | 64.87%-51.5pp | 41.64%-28.3pp |
| Employer contribution / active EE | $9,789 | $2,870+241.1% | $4,294+128.0% | $2,551+283.7% |
| Participant deferral / active EE | $8,769 | $4,577+91.6% | $6,132+43.0% | $4,139+111.9% |
| Admin fee / account holder | $7,300 | $9,341-21.8% | $14,586-50.0% | $7,234+0.9% |