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 | $225,254 | $114,712+96.4% | $173,730+29.7% | $87,485+157.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 14.04% | 20.18%-6.1pp | 19.96%-5.9pp | 26.06%-12.0pp |
| Employer contribution / active EE | $5,681 | $2,904+95.6% | $4,577+24.1% | $2,596+118.8% |
| Participant deferral / active EE | $4,347 | $4,642-6.3% | $6,326-31.3% | $4,274+1.7% |
| Admin fee / account holder | $12,891 | $10,210+26.3% | $17,523-26.4% | $7,775+65.8% |