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 | $198,873 | $45,082+341.1% | $69,464+186.3% | $72,975+172.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 18.41% | 22.66%-4.3pp | 28.98%-10.6pp | 81.01%-62.6pp |
| Employer contribution / active EE | $5,183 | $2,055+152.2% | $2,779+86.5% | $2,440+112.4% |
| Participant deferral / active EE | $5,187 | $2,604+99.2% | $3,536+46.7% | $3,608+43.8% |
| Admin fee / account holder | $6,681 | $3,057+118.5% | $3,840+74.0% | $5,124+30.4% |