Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $142,798 | $67,602+111.2% | $82,312+73.5% | $70,126+103.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.59% | 21.57%-9.0pp | 25.88%-13.3pp | 73.15%-60.6pp |
| Employer contribution / active EE | $3,205 | $1,755+82.6% | $2,428+32.0% | $2,343+36.8% |
| Participant deferral / active EE | $3,711 | $2,987+24.2% | $3,706+0.1% | $3,332+11.4% |
| Admin fee / account holder | $8,206 | $4,512+81.9% | $5,608+46.3% | $4,645+76.6% |