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 | $180,098 | $106,749+68.7% | $145,433+23.8% | $82,448+118.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.78% | 27.59%-12.8pp | 66.58%-51.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $5,674 | $3,444+64.7% | $4,554+24.6% | $2,551+122.4% |
| Participant deferral / active EE | $12,506 | $6,519+91.8% | $7,897+58.4% | $4,139+202.1% |
| Admin fee / account holder | $3,031 | $8,390-63.9% | $13,129-76.9% | $7,234-58.1% |