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 | $81,331+154.5% | $155,534+33.1% | $80,935+155.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.17% | 33.37%-18.2pp | 64.92%-49.7pp | 35.66%-20.5pp |
| Employer contribution / active EE | $5,701 | $3,105+83.6% | $4,675+22.0% | $2,757+106.8% |
| Participant deferral / active EE | $7,241 | $3,454+109.6% | $5,630+28.6% | $4,299+68.4% |
| Admin fee / account holder | $6,258 | $7,999-21.8% | $15,900-60.6% | $6,924-9.6% |