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 | $139,137 | $213,785-34.9% | $185,441-25.0% | $155,188-10.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 8.75% | 19.97%-11.2pp | 20.16%-11.4pp | 148.84%-140.1pp |
| Employer contribution / active EE | $14,798 | $5,393+174.4% | $4,672+216.7% | $4,248+248.4% |
| Participant deferral / active EE | $5,495 | $6,864-19.9% | $6,152-10.7% | $6,531-15.9% |
| Admin fee / account holder | $5,109 | $21,134-75.8% | $17,890-71.4% | $14,480-64.7% |