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 | $218,393 | $126,661+72.4% | $113,397+92.6% | $138,895+57.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 13.26% | 25.05%-11.8pp | 23.20%-9.9pp | 145.39%-132.1pp |
| Employer contribution / active EE | $6,006 | $3,456+73.8% | $2,977+101.7% | $4,194+43.2% |
| Participant deferral / active EE | $21,894 | $5,693+284.6% | $5,076+331.3% | $6,396+242.3% |
| Admin fee / account holder | $75,875 | $14,549+421.5% | $11,957+534.6% | $12,562+504.0% |