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 | $218,925 | $115,931+88.8% | $185,441+18.1% | $86,983+151.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 19.96% | 21.47%-1.5pp | 20.16%-0.2pp | 25.83%-5.9pp |
| Employer contribution / active EE | $7,128 | $2,937+142.7% | $4,672+52.6% | $2,584+175.8% |
| Participant deferral / active EE | $9,332 | $4,551+105.1% | $6,152+51.7% | $4,194+122.5% |
| Admin fee / account holder | $5,122 | $10,687-52.1% | $17,890-71.4% | $7,856-34.8% |