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 | $220,937 | $106,749+107.0% | $145,433+51.9% | $82,448+168.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.29% | 27.59%-13.3pp | 66.58%-52.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $12,834 | $3,444+272.6% | $4,554+181.8% | $2,551+403.1% |
| Participant deferral / active EE | $9,128 | $6,519+40.0% | $7,897+15.6% | $4,139+120.5% |
| Admin fee / account holder | $861 | $8,390-89.7% | $13,129-93.4% | $7,234-88.1% |