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 | $230,720 | $86,922+165.4% | $102,438+125.2% | $80,874+185.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 12.87% | 18.90%-6.0pp | 29.37%-16.5pp | 35.62%-22.8pp |
| Employer contribution / active EE | $4,742 | $2,369+100.1% | $3,024+56.8% | $2,756+72.1% |
| Participant deferral / active EE | $9,526 | $4,119+131.3% | $5,054+88.5% | $4,297+121.7% |
| Admin fee / account holder | $6,420 | $8,050-20.3% | $9,448-32.0% | $6,935-7.4% |