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 | $174,315 | $64,517+170.2% | $81,438+114.0% | $80,874+115.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 14.00% | 16.35%-2.3pp | 24.74%-10.7pp | 35.62%-21.6pp |
| Employer contribution / active EE | $5,899 | $1,982+197.7% | $2,460+139.8% | $2,756+114.1% |
| Participant deferral / active EE | $9,611 | $3,096+210.4% | $3,883+147.5% | $4,297+123.7% |
| Admin fee / account holder | $40,548 | $5,677+614.2% | $5,764+603.5% | $6,935+484.7% |