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 | $151,004 | $45,041+235.3% | $63,003+139.7% | $70,131+115.3% |
| Participation rate | 97.0% | 69.5%+27.5pp | 74.8%+22.2pp | 69.5%+27.5pp |
| Annual return | 13.26% | 18.76%-5.5pp | 87.59%-74.3pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,366 | $2,052-33.4% | $2,760-50.5% | $2,342-41.7% |
| Participant deferral / active EE | $1,666 | $2,465-32.4% | $3,329-49.9% | $3,332-50.0% |
| Admin fee / account holder | $6,412 | $2,836+126.1% | $3,600+78.1% | $4,645+38.0% |