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 | $229,227 | $76,407+200.0% | $150,298+52.5% | $82,448+178.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 18.69% | 39.99%-21.3pp | 62.79%-44.1pp | 41.64%-22.9pp |
| Employer contribution / active EE | $7,324 | $2,614+180.2% | $4,154+76.3% | $2,551+187.1% |
| Participant deferral / active EE | $7,195 | $3,214+123.8% | $5,453+32.0% | $4,139+73.8% |
| Admin fee / account holder | $8,804 | $6,352+38.6% | $14,116-37.6% | $7,234+21.7% |