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 | $143,560 | $86,919+65.2% | $102,457+40.1% | $80,911+77.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.02% | 18.90%-5.9pp | 29.41%-16.4pp | 35.63%-22.6pp |
| Employer contribution / active EE | $2,473 | $2,368+4.4% | $3,022-18.2% | $2,756-10.2% |
| Participant deferral / active EE | $6,493 | $4,119+57.6% | $5,054+28.5% | $4,297+51.1% |
| Admin fee / account holder | $35,568 | $8,049+341.9% | $9,451+276.3% | $6,935+412.9% |