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 | $179,080 | $108,825+64.6% | $156,181+14.7% | $82,448+117.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 16.27% | 20.59%-4.3pp | 64.87%-48.6pp | 41.64%-25.4pp |
| Employer contribution / active EE | $3,894 | $2,870+35.7% | $4,294-9.3% | $2,551+52.6% |
| Participant deferral / active EE | $11,808 | $4,577+158.0% | $6,132+92.6% | $4,139+185.3% |
| Admin fee / account holder | $5,986 | $9,341-35.9% | $14,586-59.0% | $7,234-17.3% |