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 | $180,721 | $215,361-16.1% | $171,082+5.6% | $273,972-34.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.26% | 25.14%-18.9pp | 32.56%-26.3pp | 41.46%-35.2pp |
| Employer contribution / active EE | $9,736 | $4,967+96.0% | $4,002+143.3% | $4,869+100.0% |
| Participant deferral / active EE | $14,730 | $5,543+165.7% | $4,797+207.0% | $5,287+178.6% |
| Admin fee / account holder | $48,268 | $10,846+345.0% | $8,520+466.6% | $10,133+376.4% |