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 | $147,149 | $87,834+67.5% | $133,975+9.8% | $62,881+134.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 17.82% | 12.05%+5.8pp | 29.29%-11.5pp | 20.14%-2.3pp |
| Employer contribution / active EE | $10,938 | $3,482+214.1% | $5,211+109.9% | $2,281+379.5% |
| Participant deferral / active EE | $3,906 | $4,812-18.8% | $6,282-37.8% | $3,203+22.0% |
| Admin fee / account holder | $15,919 | $5,372+196.3% | $9,324+70.7% | $4,296+270.6% |