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 | $220,589 | $101,795+116.7% | $165,100+33.6% | $80,959+172.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 10.60% | 16.73%-6.1pp | 70.21%-59.6pp | 35.67%-25.1pp |
| Employer contribution / active EE | $5,145 | $2,954+74.2% | $4,348+18.3% | $2,757+86.6% |
| Participant deferral / active EE | $4,828 | $4,476+7.9% | $6,035-20.0% | $4,300+12.3% |
| Admin fee / account holder | $1,226 | $8,221-85.1% | $12,696-90.3% | $6,925-82.3% |