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 | $218,071 | $181,896+19.9% | $156,551+39.3% | $273,972-20.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.23% | 30.74%-24.5pp | 32.23%-26.0pp | 41.46%-35.2pp |
| Employer contribution / active EE | $2,737 | $6,248-56.2% | $5,501-50.3% | $4,869-43.8% |
| Participant deferral / active EE | $7,800 | $5,550+40.5% | $4,871+60.1% | $5,287+47.5% |
| Admin fee / account holder | $2,770 | $15,560-82.2% | $13,028-78.7% | $10,133-72.7% |