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 | $226,231 | $114,712+97.2% | $173,730+30.2% | $87,485+158.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 19.33% | 20.18%-0.9pp | 19.96%-0.6pp | 26.06%-6.7pp |
| Employer contribution / active EE | $7,418 | $2,904+155.4% | $4,577+62.1% | $2,596+185.7% |
| Participant deferral / active EE | $10,445 | $4,642+125.0% | $6,326+65.1% | $4,274+144.4% |
| Admin fee / account holder | $8,699 | $10,210-14.8% | $17,523-50.4% | $7,775+11.9% |