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 | $174,715 | $76,551+128.2% | $123,894+41.0% | $62,881+177.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 11.66% | 18.68%-7.0pp | 47.52%-35.9pp | 20.14%-8.5pp |
| Employer contribution / active EE | $10,786 | $2,882+274.2% | $4,617+133.6% | $2,281+372.9% |
| Participant deferral / active EE | $10,348 | $4,840+113.8% | $5,984+72.9% | $3,203+223.1% |
| Admin fee / account holder | $3,981 | $4,826-17.5% | $8,357-52.4% | $4,296-7.3% |