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 | $186,809 | $87,834+112.7% | $133,975+39.4% | $62,881+197.1% |
| Participation rate | 94.6% | 83.4%+11.2pp | 87.1%+7.5pp | 69.3%+25.3pp |
| Annual return | 16.12% | 12.05%+4.1pp | 29.29%-13.2pp | 20.14%-4.0pp |
| Employer contribution / active EE | $10,446 | $3,482+200.0% | $5,211+100.4% | $2,281+358.0% |
| Participant deferral / active EE | $12,025 | $4,812+149.9% | $6,282+91.4% | $3,203+275.4% |
| Admin fee / account holder | $470 | $5,372-91.3% | $9,324-95.0% | $4,296-89.1% |