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 | $200,083 | $110,337+81.3% | $102,383+95.4% | $145,877+37.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 25.34% | 24.83%+0.5pp | 24.94%+0.4pp | 551.28%-525.9pp |
| Employer contribution / active EE | $6,327 | $4,216+50.1% | $3,870+63.5% | $4,663+35.7% |
| Participant deferral / active EE | $16,496 | $5,621+193.5% | $5,060+226.0% | $6,691+146.6% |
| Admin fee / account holder | $2,201 | $9,750-77.4% | $8,391-73.8% | $13,402-83.6% |