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 | $232,421 | $138,385+68.0% | $184,200+26.2% | $80,874+187.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 15.64% | 20.02%-4.4pp | 28.80%-13.2pp | 35.62%-20.0pp |
| Employer contribution / active EE | $8,827 | $4,849+82.0% | $6,424+37.4% | $2,756+220.3% |
| Participant deferral / active EE | $9,311 | $7,073+31.6% | $9,132+2.0% | $4,297+116.7% |
| Admin fee / account holder | $6,587 | $10,483-37.2% | $13,907-52.6% | $6,935-5.0% |