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 | $144,241 | $93,598+54.1% | $135,974+6.1% | $75,173+91.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.43% | 30.89%-11.5pp | 68.30%-48.9pp | 160.72%-141.3pp |
| Employer contribution / active EE | $2,777 | $3,538-21.5% | $4,859-42.8% | $2,671+4.0% |
| Participant deferral / active EE | $5,684 | $6,405-11.3% | $7,760-26.8% | $4,126+37.7% |
| Admin fee / account holder | $2,470 | $6,978-64.6% | $10,767-77.1% | $5,651-56.3% |