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 | $174,366 | $86,330+102.0% | $121,871+43.1% | $94,015+85.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 73.2%+26.8pp | 70.8%+29.2pp |
| Annual return | 13.81% | 14.95%-1.1pp | 13.57%+0.2pp | 17.84%-4.0pp |
| Employer contribution / active EE | $4,000 | $2,292+74.5% | $2,731+46.5% | $2,790+43.4% |
| Participant deferral / active EE | $0 | $3,146-100.0% | $4,318-100.0% | $4,249-100.0% |
| Admin fee / account holder | $4,825 | $7,346-34.3% | $11,551-58.2% | $8,951-46.1% |