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 | $180,520 | $83,898+115.2% | $133,346+35.4% | $94,015+92.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.8%+27.2pp | 70.8%+29.2pp |
| Annual return | 11.49% | 16.00%-4.5pp | 36.85%-25.4pp | 17.84%-6.4pp |
| Employer contribution / active EE | $3,704 | $1,821+103.4% | $2,853+29.8% | $2,790+32.7% |
| Participant deferral / active EE | $5,914 | $3,245+82.3% | $4,332+36.5% | $4,249+39.2% |
| Admin fee / account holder | $30,922 | $7,809+296.0% | $14,264+116.8% | $8,951+245.4% |