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 | $246,615 | $184,014+34.0% | $161,149+53.0% | $138,895+77.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 22.37% | 21.52%+0.8pp | 21.16%+1.2pp | 145.39%-123.0pp |
| Employer contribution / active EE | $8,246 | $5,055+63.1% | $4,360+89.1% | $4,194+96.6% |
| Participant deferral / active EE | $9,832 | $6,909+42.3% | $6,153+59.8% | $6,396+53.7% |
| Admin fee / account holder | $7,666 | $18,027-57.5% | $15,194-49.5% | $12,562-39.0% |