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 | $178,189 | $124,425+43.2% | $112,040+59.0% | $137,256+29.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.29% | 24.72%-11.4pp | 24.52%-11.2pp | 220.34%-207.1pp |
| Employer contribution / active EE | $6,033 | $3,411+76.8% | $2,954+104.2% | $4,156+45.2% |
| Participant deferral / active EE | $9,919 | $5,718+73.5% | $5,098+94.6% | $6,407+54.8% |
| Admin fee / account holder | $7,257 | $15,207-52.3% | $12,098-40.0% | $12,270-40.9% |