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 | $224,226 | $163,687+37.0% | $108,745+106.2% | $273,972-18.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 9.26% | 31.16%-21.9pp | 46.22%-37.0pp | 41.46%-32.2pp |
| Employer contribution / active EE | $5,677 | $4,711+20.5% | $3,323+70.8% | $4,869+16.6% |
| Participant deferral / active EE | $6,365 | $7,155-11.0% | $5,121+24.3% | $5,287+20.4% |
| Admin fee / account holder | $666 | $12,890-94.8% | $6,144-89.2% | $10,133-93.4% |