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 | $181,951 | $101,778+78.8% | $164,975+10.3% | $80,925+124.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 12.69% | 16.73%-4.0pp | 70.12%-57.4pp | 35.65%-23.0pp |
| Employer contribution / active EE | $4,011 | $2,954+35.8% | $4,343-7.6% | $2,756+45.5% |
| Participant deferral / active EE | $4,127 | $4,477-7.8% | $6,033-31.6% | $4,299-4.0% |
| Admin fee / account holder | $5,642 | $8,221-31.4% | $12,688-55.5% | $6,940-18.7% |