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 | $183,430 | $77,638+136.3% | $156,551+17.2% | $62,881+191.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.80% | 50.33%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $8,410 | $3,444+144.2% | $5,501+52.9% | $2,281+268.7% |
| Participant deferral / active EE | $4,482 | $3,046+47.2% | $4,871-8.0% | $3,203+39.9% |
| Admin fee / account holder | $6,994 | $5,561+25.8% | $13,028-46.3% | $4,296+62.8% |