Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $160,394 | $212,386-24.5% | $199,883-19.8% | $138,895+15.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 21.25% | 47.75%-26.5pp | 43.81%-22.6pp | 145.39%-124.1pp |
| Employer contribution / active EE | $4,216 | $6,625-36.4% | $6,261-32.7% | $4,194+0.5% |
| Participant deferral / active EE | $12,205 | $9,617+26.9% | $9,138+33.6% | $6,396+90.8% |
| Admin fee / account holder | $1,264 | $18,233-93.1% | $17,268-92.7% | $12,562-89.9% |