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 | $219,391 | $81,233+170.1% | $155,567+41.0% | $80,874+171.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.93% | 33.33%-17.4pp | 64.74%-48.8pp | 35.62%-19.7pp |
| Employer contribution / active EE | $1,705 | $3,101-45.0% | $4,674-63.5% | $2,756-38.1% |
| Participant deferral / active EE | $7,557 | $3,452+118.9% | $5,628+34.3% | $4,297+75.9% |
| Admin fee / account holder | $1,935 | $7,998-75.8% | $15,916-87.8% | $6,935-72.1% |