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 | $151,628 | $124,330+22.0% | $109,173+38.9% | $167,536-9.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.82% | 26.04%-16.2pp | 25.75%-15.9pp | 478.82%-469.0pp |
| Employer contribution / active EE | $10,264 | $4,209+143.9% | $3,723+175.7% | $4,839+112.1% |
| Participant deferral / active EE | $5,686 | $5,256+8.2% | $4,654+22.2% | $6,342-10.3% |
| Admin fee / account holder | $9,763 | $7,974+22.4% | $6,755+44.5% | $12,315-20.7% |