Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $197,697 | $94,439+109.3% | $73,658+168.4% | $154,746+27.8% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 1.48% | 28.25%-26.8pp | 29.72%-28.2pp | 172.34%-170.9pp |
| Employer contribution / active EE | $24,534 | $1,257+1851.3% | $1,032+2276.5% | $4,379+460.2% |
| Participant deferral / active EE | $26,887 | $2,527+964.0% | $2,062+1204.0% | $6,730+299.5% |
| Admin fee / account holder | $3,181 | $3,843-17.2% | $3,357-5.2% | $14,365-77.9% |