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 | $199,479 | $87,834+127.1% | $133,975+48.9% | $62,881+217.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 6.32% | 12.05%-5.7pp | 29.29%-23.0pp | 20.14%-13.8pp |
| Employer contribution / active EE | $9,194 | $3,482+164.0% | $5,211+76.4% | $2,281+303.1% |
| Participant deferral / active EE | $6,072 | $4,812+26.2% | $6,282-3.3% | $3,203+89.6% |
| Admin fee / account holder | $4,332 | $5,372-19.4% | $9,324-53.5% | $4,296+0.9% |