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 | $156,137 | $123,793+26.1% | $177,840-12.2% | $79,852+95.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 24.26% | 22.82%+1.4pp | 48.32%-24.1pp | 31.72%-7.5pp |
| Employer contribution / active EE | $5,167 | $4,095+26.2% | $5,919-12.7% | $2,471+109.1% |
| Participant deferral / active EE | $4,121 | $5,956-30.8% | $7,714-46.6% | $3,740+10.2% |
| Admin fee / account holder | $660 | $7,243-90.9% | $12,431-94.7% | $5,306-87.6% |