Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $188,168 | $110,240+70.7% | $96,544+94.9% | $139,487+34.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 26.81% | 26.41%+0.4pp | 25.88%+0.9pp | 373.84%-347.0pp |
| Employer contribution / active EE | $13,763 | $3,622+280.0% | $2,966+364.0% | $4,755+189.5% |
| Participant deferral / active EE | $6,282 | $5,549+13.2% | $4,851+29.5% | $6,713-6.4% |
| Admin fee / account holder | $1,895 | $11,602-83.7% | $8,254-77.0% | $11,407-83.4% |