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 | $199,885 | $81,233+146.1% | $155,567+28.5% | $80,874+147.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.74% | 33.33%-20.6pp | 64.74%-52.0pp | 35.62%-22.9pp |
| Employer contribution / active EE | $2,248 | $3,101-27.5% | $4,674-51.9% | $2,756-18.4% |
| Participant deferral / active EE | $6,030 | $3,452+74.7% | $5,628+7.1% | $4,297+40.3% |
| Admin fee / account holder | $5,041 | $7,998-37.0% | $15,916-68.3% | $6,935-27.3% |