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 | $123,478+65.5% | $216,567-5.6% | $94,015+117.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 13.08% | 23.61%-10.5pp | 12.94%+0.1pp | 17.84%-4.8pp |
| Employer contribution / active EE | $7,351 | $3,136+134.4% | $5,216+40.9% | $2,790+163.5% |
| Participant deferral / active EE | $5,784 | $4,556+27.0% | $6,191-6.6% | $4,249+36.1% |
| Admin fee / account holder | $32,001 | $12,753+150.9% | $21,981+45.6% | $8,951+257.5% |