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 | $239,796 | $81,276+195.0% | $155,574+54.1% | $80,925+196.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.64% | 33.36%-18.7pp | 64.87%-50.2pp | 35.65%-21.0pp |
| Employer contribution / active EE | $4,379 | $3,103+41.1% | $4,676-6.4% | $2,756+58.9% |
| Participant deferral / active EE | $7,428 | $3,453+115.1% | $5,629+32.0% | $4,299+72.8% |
| Admin fee / account holder | $12,657 | $7,993+58.3% | $15,914-20.5% | $6,940+82.4% |