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 | $99,875+103.6% | $146,866+38.4% | $86,983+133.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 14.34% | 28.10%-13.8pp | 102.85%-88.5pp | 25.83%-11.5pp |
| Employer contribution / active EE | $2,817 | $3,224-12.6% | $4,425-36.3% | $2,584+9.0% |
| Participant deferral / active EE | $10,053 | $6,322+59.0% | $7,759+29.6% | $4,194+139.7% |
| Admin fee / account holder | $9,222 | $7,838+17.7% | $13,620-32.3% | $7,856+17.4% |