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 | $233,435 | $111,814+108.8% | $103,378+125.8% | $145,978+59.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.14% | 24.80%-15.7pp | 24.91%-15.8pp | 550.52%-541.4pp |
| Employer contribution / active EE | $4,987 | $4,215+18.3% | $3,870+28.8% | $4,662+7.0% |
| Participant deferral / active EE | $19,083 | $5,618+239.7% | $5,058+277.3% | $6,690+185.3% |
| Admin fee / account holder | $2,199 | $9,764-77.5% | $8,401-73.8% | $13,400-83.6% |