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 | $212,728 | $153,311+38.8% | $109,313+94.6% | $273,972-22.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.45% | 29.86%-24.4pp | 22.07%-16.6pp | 41.46%-36.0pp |
| Employer contribution / active EE | $16,426 | $5,619+192.3% | $3,892+322.0% | $4,869+237.4% |
| Participant deferral / active EE | $5,541 | $3,932+40.9% | $3,166+75.0% | $5,287+4.8% |
| Admin fee / account holder | $5,796 | $8,076-28.2% | $5,666+2.3% | $10,133-42.8% |