Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $161,572 | $86,949+85.8% | $102,460+57.7% | $80,959+99.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 13.58% | 18.89%-5.3pp | 29.47%-15.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $2,782 | $2,370+17.4% | $3,025-8.0% | $2,757+0.9% |
| Participant deferral / active EE | $6,712 | $4,121+62.9% | $5,056+32.8% | $4,300+56.1% |
| Admin fee / account holder | $16,646 | $8,048+106.8% | $9,460+76.0% | $6,925+140.4% |