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 | $238,380 | $181,896+31.1% | $156,551+52.3% | $273,972-13.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.37% | 30.74%-27.4pp | 32.23%-28.9pp | 41.46%-38.1pp |
| Employer contribution / active EE | $12,970 | $6,248+107.6% | $5,501+135.8% | $4,869+166.4% |
| Participant deferral / active EE | $6,407 | $5,550+15.4% | $4,871+31.5% | $5,287+21.2% |
| Admin fee / account holder | $43,736 | $15,560+181.1% | $13,028+235.7% | $10,133+331.6% |