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 | $158,255 | $93,064+70.1% | $74,577+112.2% | $273,972-42.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.14% | 26.18%-19.0pp | 20.47%-13.3pp | 41.46%-34.3pp |
| Employer contribution / active EE | $7,063 | $3,160+123.5% | $2,525+179.7% | $4,869+45.1% |
| Participant deferral / active EE | $4,163 | $4,1600% | $3,458+20.4% | $5,287-21.3% |
| Admin fee / account holder | $6,678 | $5,273+26.6% | $4,138+61.4% | $10,133-34.1% |