Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $179,933 | $100,970+78.2% | $96,576+86.3% | $137,256+31.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.24% | 38.16%-24.9pp | 38.47%-25.2pp | 220.34%-207.1pp |
| Employer contribution / active EE | $46,686 | $3,809+1125.6% | $3,553+1213.9% | $4,156+1023.3% |
| Participant deferral / active EE | $36,229 | $8,286+337.2% | $7,956+355.3% | $6,407+465.5% |
| Admin fee / account holder | $1,940 | $11,312-82.8% | $11,381-83.0% | $12,270-84.2% |