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 | $203,327 | $106,864+90.3% | $147,318+38.0% | $82,637+146.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.34% | 27.49%-13.1pp | 70.43%-56.1pp | 53.51%-39.2pp |
| Employer contribution / active EE | $2,817 | $3,417-17.5% | $4,593-38.7% | $2,552+10.4% |
| Participant deferral / active EE | $10,053 | $6,496+54.8% | $7,906+27.1% | $4,126+143.6% |
| Admin fee / account holder | $9,222 | $8,415+9.6% | $13,708-32.7% | $7,339+25.7% |