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 | $208,803 | $101,795+105.1% | $165,100+26.5% | $80,959+157.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 12.15% | 16.73%-4.6pp | 70.21%-58.1pp | 35.67%-23.5pp |
| Employer contribution / active EE | $10,487 | $2,954+255.1% | $4,348+141.2% | $2,757+280.4% |
| Participant deferral / active EE | $7,720 | $4,476+72.5% | $6,035+27.9% | $4,300+79.5% |
| Admin fee / account holder | $1,379 | $8,221-83.2% | $12,696-89.1% | $6,925-80.1% |