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 | $148,484 | $72,492+104.8% | $87,104+70.5% | $72,975+103.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 22.75% | 24.46%-1.7pp | 28.19%-5.4pp | 81.01%-58.3pp |
| Employer contribution / active EE | $1,165 | $1,894-38.5% | $2,521-53.8% | $2,440-52.3% |
| Participant deferral / active EE | $2,792 | $3,270-14.6% | $4,048-31.0% | $3,608-22.6% |
| Admin fee / account holder | $8,114 | $5,055+60.5% | $7,491+8.3% | $5,124+58.4% |