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 | $154,857 | $56,544+173.9% | $75,501+105.1% | $70,126+120.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 22.74% | 23.59%-0.9pp | 27.35%-4.6pp | 73.15%-50.4pp |
| Employer contribution / active EE | $5,652 | $1,817+211.2% | $2,352+140.3% | $2,343+141.3% |
| Participant deferral / active EE | $4,788 | $2,580+85.6% | $3,142+52.4% | $3,332+43.7% |
| Admin fee / account holder | $575 | $3,827-85.0% | $5,801-90.1% | $4,645-87.6% |