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 | $161,381 | $115,911+39.2% | $100,530+60.5% | $158,950+1.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.93% | 34.80%-20.9pp | 30.89%-17.0pp | 302.91%-289.0pp |
| Employer contribution / active EE | $2,173 | $4,104-47.1% | $3,418-36.4% | $4,762-54.4% |
| Participant deferral / active EE | $6,356 | $6,676-4.8% | $6,271+1.4% | $5,983+6.2% |
| Admin fee / account holder | $330 | $10,999-97.0% | $8,083-95.9% | $11,248-97.1% |