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 | $145,254 | $60,349+140.7% | $74,184+95.8% | $62,881+131.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.82% | 21.38%-13.6pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $3,542 | $1,680+110.8% | $2,370+49.5% | $2,281+55.3% |
| Participant deferral / active EE | $3,644 | $2,856+27.6% | $3,550+2.6% | $3,203+13.8% |
| Admin fee / account holder | $1,892 | $4,261-55.6% | $5,586-66.1% | $4,296-56.0% |