Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $207,369 | $85,060+143.8% | $70,565+193.9% | $139,487+48.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 18.24% | 30.39%-12.2pp | 32.79%-14.6pp | 373.84%-355.6pp |
| Employer contribution / active EE | $5,847 | $3,912+49.5% | $2,976+96.5% | $4,755+23.0% |
| Participant deferral / active EE | $7,758 | $5,891+31.7% | $4,568+69.8% | $6,713+15.6% |
| Admin fee / account holder | $916 | $8,932-89.7% | $6,430-85.7% | $11,407-92.0% |