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 | $226,644 | $86,949+160.7% | $102,460+121.2% | $80,959+179.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 13.32% | 18.89%-5.6pp | 29.47%-16.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $5,478 | $2,370+131.2% | $3,025+81.1% | $2,757+98.7% |
| Participant deferral / active EE | $3,421 | $4,121-17.0% | $5,056-32.3% | $4,300-20.4% |
| Admin fee / account holder | $42,690 | $8,048+430.5% | $9,460+351.3% | $6,925+516.4% |