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 | $173,199 | $211,946-18.3% | $169,452+2.2% | $135,380+27.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 5.72% | 3.26%+2.5pp | 1.83%+3.9pp | 519.81%-514.1pp |
| Employer contribution / active EE | $8,583 | $5,117+67.7% | $4,157+106.5% | $4,779+79.6% |
| Participant deferral / active EE | $4,804 | $6,075-20.9% | $5,277-9.0% | $5,609-14.3% |
| Admin fee / account holder | $1,839 | $11,472-84.0% | $9,110-79.8% | $10,828-83.0% |