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 | $203,822 | $153,769+32.6% | $133,975+52.1% | $273,972-25.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.99% | 36.51%-29.5pp | 29.29%-22.3pp | 41.46%-34.5pp |
| Employer contribution / active EE | $13,102 | $6,029+117.3% | $5,211+151.4% | $4,869+169.1% |
| Participant deferral / active EE | $9,849 | $6,958+41.5% | $6,282+56.8% | $5,287+86.3% |
| Admin fee / account holder | $564 | $11,765-95.2% | $9,324-93.9% | $10,133-94.4% |