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 | $233,347 | $138,393+68.6% | $184,256+26.6% | $80,959+188.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 17.34% | 20.01%-2.7pp | 28.85%-11.5pp | 35.67%-18.3pp |
| Employer contribution / active EE | $8,041 | $4,847+65.9% | $6,427+25.1% | $2,757+191.6% |
| Participant deferral / active EE | $8,888 | $7,076+25.6% | $9,133-2.7% | $4,300+106.7% |
| Admin fee / account holder | $6,905 | $10,489-34.2% | $13,899-50.3% | $6,925-0.3% |