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 | $249,297 | $181,896+37.1% | $156,551+59.2% | $273,972-9.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.61% | 30.74%-20.1pp | 32.23%-21.6pp | 41.46%-30.8pp |
| Employer contribution / active EE | $23,268 | $6,248+272.4% | $5,501+323.0% | $4,869+377.9% |
| Participant deferral / active EE | $9,658 | $5,550+74.0% | $4,871+98.3% | $5,287+82.7% |
| Admin fee / account holder | $32,565 | $15,560+109.3% | $13,028+150.0% | $10,133+221.4% |