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 | $214,280 | $81,504+162.9% | $102,437+109.2% | $80,959+164.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 10.72% | 25.60%-14.9pp | 24.95%-14.2pp | 35.67%-25.0pp |
| Employer contribution / active EE | $6,843 | $3,104+120.5% | $3,871+76.8% | $2,757+148.2% |
| Participant deferral / active EE | $12,925 | $3,871+233.9% | $5,060+155.4% | $4,300+200.5% |
| Admin fee / account holder | $23,617 | $6,719+251.5% | $8,388+181.6% | $6,925+241.0% |