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 | $179,375 | $106,864+67.9% | $147,318+21.8% | $82,637+117.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.62% | 27.49%-11.9pp | 70.43%-54.8pp | 53.51%-37.9pp |
| Employer contribution / active EE | $5,406 | $3,417+58.2% | $4,593+17.7% | $2,552+111.8% |
| Participant deferral / active EE | $13,360 | $6,496+105.7% | $7,906+69.0% | $4,126+223.8% |
| Admin fee / account holder | $8,387 | $8,415-0.3% | $13,708-38.8% | $7,339+14.3% |