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 | $145,399 | $77,962+86.5% | $178,540-18.6% | $80,935+79.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 13.24% | 18.10%-4.9pp | 27.15%-13.9pp | 35.66%-22.4pp |
| Employer contribution / active EE | $3,249 | $2,280+42.5% | $3,953-17.8% | $2,757+17.8% |
| Participant deferral / active EE | $9,652 | $4,404+119.2% | $6,281+53.7% | $4,299+124.5% |
| Admin fee / account holder | $24,893 | $7,156+247.9% | $10,424+138.8% | $6,924+259.5% |