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 | $201,891 | $125,797+60.5% | $170,057+18.7% | $75,177+168.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 26.42% | 27.20%-0.8pp | 53.42%-27.0pp | 160.75%-134.3pp |
| Employer contribution / active EE | $9,310 | $4,616+101.7% | $6,790+37.1% | $2,671+248.6% |
| Participant deferral / active EE | $13,513 | $6,838+97.6% | $10,411+29.8% | $4,126+227.5% |
| Admin fee / account holder | $2,458 | $8,177-69.9% | $12,826-80.8% | $5,651-56.5% |