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 | $210,039 | $93,617+124.4% | $135,982+54.5% | $75,177+179.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.99% | 30.89%-11.9pp | 68.32%-49.3pp | 160.75%-141.8pp |
| Employer contribution / active EE | $4,401 | $3,538+24.4% | $4,859-9.4% | $2,671+64.8% |
| Participant deferral / active EE | $8,634 | $6,406+34.8% | $7,760+11.3% | $4,126+109.2% |
| Admin fee / account holder | $10,489 | $6,980+50.3% | $10,767-2.6% | $5,651+85.6% |