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 | $206,970 | $81,233+154.8% | $155,567+33.0% | $80,874+155.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.17% | 33.33%-18.2pp | 64.74%-49.6pp | 35.62%-20.5pp |
| Employer contribution / active EE | $5,701 | $3,101+83.9% | $4,674+22.0% | $2,756+106.9% |
| Participant deferral / active EE | $7,241 | $3,452+109.7% | $5,628+28.7% | $4,297+68.5% |
| Admin fee / account holder | $6,258 | $7,998-21.8% | $15,916-60.7% | $6,935-9.8% |