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 | $200,236 | $118,496+69.0% | $98,461+103.4% | $139,466+43.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 14.89% | 18.96%-4.1pp | 21.17%-6.3pp | 373.66%-358.8pp |
| Employer contribution / active EE | $9,256 | $3,611+156.4% | $3,049+203.6% | $4,754+94.7% |
| Participant deferral / active EE | $8,051 | $5,393+49.3% | $4,738+69.9% | $6,712+20.0% |
| Admin fee / account holder | $887 | $14,056-93.7% | $8,961-90.1% | $11,409-92.2% |