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 | $145,476 | $99,341+46.4% | $84,750+71.7% | $273,965-46.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.51% | 22.93%-20.4pp | 22.78%-20.3pp | 41.45%-38.9pp |
| Employer contribution / active EE | $9,640 | $4,214+128.8% | $3,574+169.7% | $4,869+98.0% |
| Participant deferral / active EE | $9,777 | $4,269+129.0% | $3,712+163.4% | $5,287+84.9% |
| Admin fee / account holder | $391 | $6,644-94.1% | $5,332-92.7% | $10,132-96.1% |