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 | $209,738 | $99,345+111.1% | $84,753+147.5% | $273,972-23.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.11% | 22.93%-13.8pp | 22.78%-13.7pp | 41.46%-32.3pp |
| Employer contribution / active EE | $11,485 | $4,214+172.5% | $3,574+221.3% | $4,869+135.9% |
| Participant deferral / active EE | $4,344 | $4,270+1.7% | $3,712+17.0% | $5,287-17.8% |
| Admin fee / account holder | $41,237 | $6,645+520.5% | $5,333+673.2% | $10,133+307.0% |