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 | $246,787 | $76,407+223.0% | $150,298+64.2% | $82,448+199.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.67% | 39.99%-25.3pp | 62.79%-48.1pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,514 | $2,614-42.1% | $4,154-63.6% | $2,551-40.6% |
| Participant deferral / active EE | $6,964 | $3,214+116.7% | $5,453+27.7% | $4,139+68.2% |
| Admin fee / account holder | $5,873 | $6,352-7.5% | $14,116-58.4% | $7,234-18.8% |