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 | $249,848 | $181,896+37.4% | $156,551+59.6% | $273,972-8.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.46% | 30.74%-24.3pp | 32.23%-25.8pp | 41.46%-35.0pp |
| Employer contribution / active EE | $22,300 | $6,248+256.9% | $5,501+305.4% | $4,869+358.0% |
| Participant deferral / active EE | $9,302 | $5,550+67.6% | $4,871+91.0% | $5,287+75.9% |
| Admin fee / account holder | $4,134 | $15,560-73.4% | $13,028-68.3% | $10,133-59.2% |