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 | $171,380 | $135,956+26.1% | $123,894+38.3% | $273,972-37.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.86% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $10,550 | $5,170+104.1% | $4,617+128.5% | $4,869+116.7% |
| Participant deferral / active EE | $6,669 | $6,343+5.1% | $5,984+11.4% | $5,287+26.1% |
| Admin fee / account holder | $805 | $9,817-91.8% | $8,357-90.4% | $10,133-92.1% |