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 | $160,778 | $85,060+89.0% | $70,565+127.8% | $139,487+15.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 11.10% | 30.39%-19.3pp | 32.79%-21.7pp | 373.84%-362.7pp |
| Employer contribution / active EE | $3,618 | $3,912-7.5% | $2,976+21.6% | $4,755-23.9% |
| Participant deferral / active EE | $3,208 | $5,891-45.6% | $4,568-29.8% | $6,713-52.2% |
| Admin fee / account holder | $1,956 | $8,932-78.1% | $6,430-69.6% | $11,407-82.9% |