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 | $207,188 | $93,617+121.3% | $135,982+52.4% | $75,177+175.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.26% | 30.89%-13.6pp | 68.32%-51.1pp | 160.75%-143.5pp |
| Employer contribution / active EE | $10,062 | $3,538+184.4% | $4,859+107.1% | $2,671+276.7% |
| Participant deferral / active EE | $9,689 | $6,406+51.2% | $7,760+24.9% | $4,126+134.8% |
| Admin fee / account holder | $6,307 | $6,980-9.6% | $10,767-41.4% | $5,651+11.6% |