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 | $207,943 | $87,733+137.0% | $106,555+95.2% | $85,847+142.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 27.29% | 21.86%+5.4pp | 26.80%+0.5pp | 318.61%-291.3pp |
| Employer contribution / active EE | $9,211 | $2,073+344.3% | $2,819+226.7% | $2,565+259.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,399-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,778 | $6,767+0.2% | $7,408-8.5% | $6,261+8.3% |