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 | $240,634 | $184,014+30.8% | $161,149+49.3% | $138,895+73.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 10.96% | 21.52%-10.6pp | 21.16%-10.2pp | 145.39%-134.4pp |
| Employer contribution / active EE | $16,253 | $5,055+221.5% | $4,360+272.8% | $4,194+287.5% |
| Participant deferral / active EE | $9,559 | $6,909+38.3% | $6,153+55.3% | $6,396+49.4% |
| Admin fee / account holder | $5,559 | $18,027-69.2% | $15,194-63.4% | $12,562-55.8% |