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 | $172,053 | $111,535+54.3% | $105,223+63.5% | $137,256+25.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.39% | 237.85%-222.5pp | 180.65%-165.3pp | 220.34%-204.9pp |
| Employer contribution / active EE | $3,070 | $3,939-22.1% | $3,689-16.8% | $4,156-26.1% |
| Participant deferral / active EE | $15,797 | $5,500+187.2% | $5,072+211.5% | $6,407+146.6% |
| Admin fee / account holder | $2,194 | $9,721-77.4% | $8,859-75.2% | $12,270-82.1% |