Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $243,366 | $76,407+218.5% | $150,298+61.9% | $82,448+195.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 18.56% | 39.99%-21.4pp | 62.79%-44.2pp | 41.64%-23.1pp |
| Employer contribution / active EE | $4,132 | $2,614+58.1% | $4,154-0.5% | $2,551+62.0% |
| Participant deferral / active EE | $4,244 | $3,214+32.0% | $5,453-22.2% | $4,139+2.5% |
| Admin fee / account holder | $12,992 | $6,352+104.5% | $14,116-8.0% | $7,234+79.6% |