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 | $141,464 | $99,875+41.6% | $146,866-3.7% | $86,983+62.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.03% | 28.10%-10.1pp | 102.85%-84.8pp | 25.83%-7.8pp |
| Employer contribution / active EE | $3,097 | $3,224-4.0% | $4,425-30.0% | $2,584+19.8% |
| Participant deferral / active EE | $10,583 | $6,322+67.4% | $7,759+36.4% | $4,194+152.3% |
| Admin fee / account holder | $7,237 | $7,838-7.7% | $13,620-46.9% | $7,856-7.9% |