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 | $163,737 | $211,105-22.4% | $178,449-8.2% | $145,978+12.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.50% | 30.19%-20.7pp | 27.09%-17.6pp | 550.52%-541.0pp |
| Employer contribution / active EE | $2,226 | $4,569-51.3% | $3,951-43.7% | $4,662-52.3% |
| Participant deferral / active EE | $15,723 | $6,959+125.9% | $6,277+150.5% | $6,690+135.0% |
| Admin fee / account holder | $2,034 | $12,017-83.1% | $10,362-80.4% | $13,400-84.8% |