Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $179,032 | $106,524+68.1% | $152,301+17.6% | $87,485+104.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 29.58% | 26.89%+2.7pp | 80.50%-50.9pp | 26.06%+3.5pp |
| Employer contribution / active EE | $5,900 | $3,371+75.0% | $4,624+27.6% | $2,596+127.2% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,929 | $8,287-76.7% | $14,398-86.6% | $7,775-75.2% |