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 | $231,349 | $102,609+125.5% | $98,090+135.9% | $138,895+66.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 13.35% | 36.44%-23.1pp | 37.05%-23.7pp | 145.39%-132.0pp |
| Employer contribution / active EE | $5,000 | $3,867+29.3% | $3,606+38.6% | $4,194+19.2% |
| Participant deferral / active EE | $6,743 | $8,167-17.4% | $7,845-14.0% | $6,396+5.4% |
| Admin fee / account holder | $2,265 | $11,434-80.2% | $11,815-80.8% | $12,562-82.0% |