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 | $192,220 | $81,504+135.8% | $102,437+87.6% | $80,959+137.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 15.02% | 25.60%-10.6pp | 24.95%-9.9pp | 35.67%-20.6pp |
| Employer contribution / active EE | $8,886 | $3,104+186.3% | $3,871+129.6% | $2,757+222.3% |
| Participant deferral / active EE | $8,465 | $3,871+118.7% | $5,060+67.3% | $4,300+96.8% |
| Admin fee / account holder | $17,109 | $6,719+154.6% | $8,388+104.0% | $6,925+147.0% |