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 | $188,072 | $52,836+256.0% | $105,738+77.9% | $64,181+193.0% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | 14.01% | 14.30%-0.3pp | 6.27%+7.7pp | 7.63%+6.4pp |
| Employer contribution / active EE | $6,975 | $1,827+281.8% | $3,268+113.4% | $2,381+193.0% |
| Participant deferral / active EE | $8,559 | $2,545+236.3% | $4,080+109.8% | $3,470+146.7% |
| Admin fee / account holder | $8,732 | $3,959+120.6% | $6,913+26.3% | $4,887+78.7% |