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 | $187,687 | $138,393+35.6% | $184,256+1.9% | $80,959+131.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 19.51% | 20.01%-0.5pp | 28.85%-9.3pp | 35.67%-16.2pp |
| Employer contribution / active EE | $8,243 | $4,847+70.0% | $6,427+28.2% | $2,757+199.0% |
| Participant deferral / active EE | $23,664 | $7,076+234.4% | $9,133+159.1% | $4,300+450.3% |
| Admin fee / account holder | $14,471 | $10,489+38.0% | $13,899+4.1% | $6,925+109.0% |