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 | $234,685 | $81,276+188.8% | $155,574+50.9% | $80,925+190.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.77% | 33.36%-20.6pp | 64.87%-52.1pp | 35.65%-22.9pp |
| Employer contribution / active EE | $2,393 | $3,103-22.9% | $4,676-48.8% | $2,756-13.2% |
| Participant deferral / active EE | $6,126 | $3,453+77.4% | $5,629+8.8% | $4,299+42.5% |
| Admin fee / account holder | $1,799 | $7,993-77.5% | $15,914-88.7% | $6,940-74.1% |