Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $196,733 | $138,393+42.2% | $184,256+6.8% | $80,959+143.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 26.58% | 20.01%+6.6pp | 28.85%-2.3pp | 35.67%-9.1pp |
| Employer contribution / active EE | $13,000 | $4,847+168.2% | $6,427+102.3% | $2,757+371.5% |
| Participant deferral / active EE | $5,022 | $7,076-29.0% | $9,133-45.0% | $4,300+16.8% |
| Admin fee / account holder | $2,869 | $10,489-72.7% | $13,899-79.4% | $6,925-58.6% |