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 | $178,532 | $123,898+44.1% | $116,538+53.2% | $155,188+15.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.8%+19.2pp |
| Annual return | 10.12% | 16.04%-5.9pp | 17.97%-7.8pp | 148.84%-138.7pp |
| Employer contribution / active EE | $2,535 | $4,739-46.5% | $4,541-44.2% | $4,248-40.3% |
| Participant deferral / active EE | $9,186 | $6,400+43.5% | $6,207+48.0% | $6,531+40.7% |
| Admin fee / account holder | $1,422 | $9,174-84.5% | $8,737-83.7% | $14,480-90.2% |