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 | $220,786 | $103,387+113.6% | $87,102+153.5% | $152,885+44.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 23.08% | 28.10%-5.0pp | 28.19%-5.1pp | 345.39%-322.3pp |
| Employer contribution / active EE | $5,752 | $3,221+78.6% | $2,521+128.1% | $4,763+20.8% |
| Participant deferral / active EE | $3,059 | $4,778-36.0% | $4,048-24.4% | $5,851-47.7% |
| Admin fee / account holder | $2,749 | $12,193-77.5% | $7,491-63.3% | $11,598-76.3% |