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 | $187,823 | $106,749+75.9% | $145,433+29.1% | $82,448+127.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.40% | 27.59%-11.2pp | 66.58%-50.2pp | 41.64%-25.2pp |
| Employer contribution / active EE | $5,413 | $3,444+57.2% | $4,554+18.8% | $2,551+112.2% |
| Participant deferral / active EE | $6,157 | $6,519-5.5% | $7,897-22.0% | $4,139+48.8% |
| Admin fee / account holder | $872 | $8,390-89.6% | $13,129-93.4% | $7,234-87.9% |