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 | $201,613 | $77,908+158.8% | $149,696+34.7% | $75,173+168.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.72% | 31.73%-13.0pp | 134.46%-115.7pp | 160.72%-142.0pp |
| Employer contribution / active EE | $4,242 | $3,138+35.2% | $4,821-12.0% | $2,671+58.8% |
| Participant deferral / active EE | $9,282 | $3,411+172.1% | $5,682+63.4% | $4,126+124.9% |
| Admin fee / account holder | $4,112 | $5,950-30.9% | $13,212-68.9% | $5,651-27.2% |