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 | $144,641 | $56,894+154.2% | $84,753+70.7% | $62,881+130.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.02% | 6.30%+0.7pp | 22.78%-15.8pp | 20.14%-13.1pp |
| Employer contribution / active EE | $5,670 | $2,400+136.3% | $3,574+58.6% | $2,281+148.6% |
| Participant deferral / active EE | $4,483 | $2,709+65.5% | $3,712+20.8% | $3,203+40.0% |
| Admin fee / account holder | $9,641 | $3,581+169.2% | $5,333+80.8% | $4,296+124.4% |