Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $190,837 | $87,037+119.3% | $106,201+79.7% | $80,874+136.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 13.98% | 17.05%-3.1pp | 116.26%-102.3pp | 35.62%-21.6pp |
| Employer contribution / active EE | $6,342 | $2,396+164.7% | $3,170+100.1% | $2,756+130.1% |
| Participant deferral / active EE | $9,087 | $3,986+128.0% | $5,012+81.3% | $4,297+111.5% |
| Admin fee / account holder | $5,342 | $8,434-36.7% | $11,039-51.6% | $6,935-23.0% |