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 | $69,444+196.1% | $92,985+121.2% | $87,485+135.1% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.9%+31.1pp |
| Annual return | 21.99% | 23.85%-1.9pp | 27.99%-6.0pp | 26.06%-4.1pp |
| Employer contribution / active EE | $7,777 | $1,917+305.7% | $2,662+192.1% | $2,596+199.5% |
| Participant deferral / active EE | $9,843 | $3,364+192.6% | $4,377+124.9% | $4,274+130.3% |
| Admin fee / account holder | $5,307 | $6,137-13.5% | $9,463-43.9% | $7,775-31.7% |