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 | $194,267 | $72,012+169.8% | $185,827+4.5% | $79,858+143.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 14.81% | 23.12%-8.3pp | 35.96%-21.1pp | 31.72%-16.9pp |
| Employer contribution / active EE | $2,581 | $1,965+31.4% | $4,087-36.9% | $2,471+4.5% |
| Participant deferral / active EE | $8,409 | $3,779+122.5% | $5,633+49.3% | $3,740+124.8% |
| Admin fee / account holder | $1,023 | $4,513-77.3% | $9,502-89.2% | $5,306-80.7% |