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 | $223,700 | $138,386+61.7% | $184,260+21.4% | $80,935+176.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 17.10% | 20.02%-2.9pp | 28.84%-11.7pp | 35.66%-18.6pp |
| Employer contribution / active EE | $8,555 | $4,851+76.4% | $6,427+33.1% | $2,757+210.3% |
| Participant deferral / active EE | $14,151 | $7,076+100.0% | $9,133+54.9% | $4,299+229.1% |
| Admin fee / account holder | $17,947 | $10,489+71.1% | $13,898+29.1% | $6,924+159.2% |