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 | $227,342 | $78,670+189.0% | $109,173+108.2% | $85,847+164.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 17.71% | 25.09%-7.4pp | 25.75%-8.0pp | 318.61%-300.9pp |
| Employer contribution / active EE | $3,554 | $2,734+30.0% | $3,723-4.5% | $2,565+38.5% |
| Participant deferral / active EE | $4,331 | $3,467+24.9% | $4,654-6.9% | $3,952+9.6% |
| Admin fee / account holder | $7,144 | $5,469+30.6% | $6,755+5.8% | $6,261+14.1% |