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 | $238,664 | $110,240+116.5% | $96,544+147.2% | $139,487+71.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.06% | 26.41%-11.4pp | 25.88%-10.8pp | 373.84%-358.8pp |
| Employer contribution / active EE | $2,564 | $3,622-29.2% | $2,966-13.6% | $4,755-46.1% |
| Participant deferral / active EE | $7,041 | $5,549+26.9% | $4,851+45.1% | $6,713+4.9% |
| Admin fee / account holder | $6,872 | $11,602-40.8% | $8,254-16.8% | $11,407-39.8% |