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 | $241,391 | $93,064+159.4% | $74,577+223.7% | $273,972-11.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.49% | 26.18%-20.7pp | 20.47%-15.0pp | 41.46%-36.0pp |
| Employer contribution / active EE | $8,767 | $3,160+177.4% | $2,525+247.2% | $4,869+80.1% |
| Participant deferral / active EE | $10,823 | $4,160+160.1% | $3,458+213.0% | $5,287+104.7% |
| Admin fee / account holder | $521 | $5,273-90.1% | $4,138-87.4% | $10,133-94.9% |