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 | $222,764 | $86,949+156.2% | $102,460+117.4% | $80,959+175.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 18.73% | 18.89%-0.2pp | 29.47%-10.7pp | 35.67%-16.9pp |
| Employer contribution / active EE | $3,157 | $2,370+33.2% | $3,025+4.4% | $2,757+14.5% |
| Participant deferral / active EE | $3,096 | $4,121-24.9% | $5,056-38.8% | $4,300-28.0% |
| Admin fee / account holder | $27,544 | $8,048+242.3% | $9,460+191.2% | $6,925+297.7% |