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 | $159,465 | $99,994+59.5% | $146,643+8.7% | $85,847+85.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 19.04% | 18.93%+0.1pp | 22.75%-3.7pp | 318.61%-299.6pp |
| Employer contribution / active EE | $3,669 | $2,559+43.4% | $4,137-11.3% | $2,565+43.0% |
| Participant deferral / active EE | $6,488 | $4,006+61.9% | $5,506+17.8% | $3,952+64.2% |
| Admin fee / account holder | $1,740 | $7,703-77.4% | $10,280-83.1% | $6,261-72.2% |