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 | $222,937 | $115,917+92.3% | $100,535+121.7% | $158,982+40.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.80% | 34.80%-20.0pp | 30.90%-16.1pp | 302.99%-288.2pp |
| Employer contribution / active EE | $4,057 | $4,105-1.2% | $3,419+18.7% | $4,763-14.8% |
| Participant deferral / active EE | $7,619 | $6,677+14.1% | $6,271+21.5% | $5,983+27.3% |
| Admin fee / account holder | $10,364 | $11,002-5.8% | $8,085+28.2% | $11,252-7.9% |