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 | $206,054 | $81,358+153.3% | $155,556+32.5% | $80,959+154.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.38% | 33.39%-21.0pp | 64.84%-52.5pp | 35.67%-23.3pp |
| Employer contribution / active EE | $11,167 | $3,106+259.5% | $4,675+138.8% | $2,757+305.0% |
| Participant deferral / active EE | $5,585 | $3,455+61.6% | $5,631-0.8% | $4,300+29.9% |
| Admin fee / account holder | $9,246 | $7,994+15.7% | $15,885-41.8% | $6,925+33.5% |