Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $204,384 | $108,825+87.8% | $156,181+30.9% | $82,448+147.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 13.08% | 20.59%-7.5pp | 64.87%-51.8pp | 41.64%-28.6pp |
| Employer contribution / active EE | $7,351 | $2,870+156.2% | $4,294+71.2% | $2,551+188.2% |
| Participant deferral / active EE | $5,784 | $4,577+26.4% | $6,132-5.7% | $4,139+39.7% |
| Admin fee / account holder | $32,001 | $9,341+242.6% | $14,586+119.4% | $7,234+342.3% |