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 | $192,625 | $56,894+238.6% | $84,753+127.3% | $62,881+206.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 14.85% | 6.30%+8.5pp | 22.78%-7.9pp | 20.14%-5.3pp |
| Employer contribution / active EE | $4,478 | $2,400+86.6% | $3,574+25.3% | $2,281+96.3% |
| Participant deferral / active EE | $5,094 | $2,709+88.0% | $3,712+37.2% | $3,203+59.0% |
| Admin fee / account holder | $7,509 | $3,581+109.7% | $5,333+40.8% | $4,296+74.8% |