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 | $249,676 | $106,864+133.6% | $147,318+69.5% | $82,637+202.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.61% | 27.49%-10.9pp | 70.43%-53.8pp | 53.51%-36.9pp |
| Employer contribution / active EE | $4,416 | $3,417+29.2% | $4,593-3.9% | $2,552+73.0% |
| Participant deferral / active EE | $10,685 | $6,496+64.5% | $7,906+35.1% | $4,126+158.9% |
| Admin fee / account holder | $4,543 | $8,415-46.0% | $13,708-66.9% | $7,339-38.1% |