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 | $160,024 | $58,828+172.0% | $78,002+105.2% | $62,881+154.5% |
| Participation rate | 97.4% | 71.1%+26.4pp | 75.5%+21.9pp | 69.3%+28.1pp |
| Annual return | 5.45% | 17.16%-11.7pp | 425.99%-420.5pp | 20.14%-14.7pp |
| Employer contribution / active EE | $6,824 | $1,672+308.2% | $2,470+176.2% | $2,281+199.2% |
| Participant deferral / active EE | $8,145 | $2,686+203.3% | $3,497+132.9% | $3,203+154.3% |
| Admin fee / account holder | $1,965 | $4,393-55.3% | $5,481-64.1% | $4,296-54.3% |