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 | $205,646 | $58,627+250.8% | $76,735+168.0% | $82,448+149.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 21.99% | 39.10%-17.1pp | 29.77%-7.8pp | 41.64%-19.6pp |
| Employer contribution / active EE | $7,777 | $1,729+349.8% | $2,454+216.9% | $2,551+204.9% |
| Participant deferral / active EE | $9,843 | $3,134+214.1% | $4,088+140.8% | $4,139+137.8% |
| Admin fee / account holder | $5,307 | $5,323-0.3% | $7,189-26.2% | $7,234-26.6% |