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 | $199,390 | $112,729+76.9% | $98,716+102.0% | $137,256+45.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.21% | 38.48%-19.3pp | 31.81%-12.6pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,542 | $2,725-43.4% | $2,279-32.3% | $4,156-62.9% |
| Participant deferral / active EE | $10,074 | $4,640+117.1% | $4,048+148.9% | $6,407+57.2% |
| Admin fee / account holder | $1,274 | $10,129-87.4% | $8,703-85.4% | $12,270-89.6% |