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 | $193,231 | $153,769+25.7% | $133,975+44.2% | $273,972-29.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.55% | 36.51%-27.0pp | 29.29%-19.7pp | 41.46%-31.9pp |
| Employer contribution / active EE | $8,640 | $6,029+43.3% | $5,211+65.8% | $4,869+77.5% |
| Participant deferral / active EE | $19,284 | $6,958+177.1% | $6,282+207.0% | $5,287+264.7% |
| Admin fee / account holder | $1,422 | $11,765-87.9% | $9,324-84.7% | $10,133-86.0% |