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 | $192,710 | $103,393+86.4% | $87,103+121.2% | $152,909+26.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 22.33% | 28.10%-5.8pp | 28.19%-5.9pp | 345.46%-323.1pp |
| Employer contribution / active EE | $2,145 | $3,221-33.4% | $2,521-14.9% | $4,764-55.0% |
| Participant deferral / active EE | $5,131 | $4,778+7.4% | $4,049+26.7% | $5,851-12.3% |
| Admin fee / account holder | $793 | $12,195-93.5% | $7,491-89.4% | $11,601-93.2% |