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 | $182,672 | $135,956+34.4% | $123,894+47.4% | $273,972-33.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.36% | 56.63%-47.3pp | 47.52%-38.2pp | 41.46%-32.1pp |
| Employer contribution / active EE | $8,280 | $5,170+60.2% | $4,617+79.3% | $4,869+70.1% |
| Participant deferral / active EE | $3,900 | $6,343-38.5% | $5,984-34.8% | $5,287-26.2% |
| Admin fee / account holder | $3,302 | $9,817-66.4% | $8,357-60.5% | $10,133-67.4% |