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 | $182,179 | $201,264-9.5% | $184,185-1.1% | $145,978+24.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.29% | 29.00%-9.7pp | 28.81%-9.5pp | 550.52%-531.2pp |
| Employer contribution / active EE | $5,290 | $7,021-24.6% | $6,426-17.7% | $4,662+13.5% |
| Participant deferral / active EE | $7,855 | $9,806-19.9% | $9,132-14.0% | $6,690+17.4% |
| Admin fee / account holder | $4,198 | $16,376-74.4% | $13,909-69.8% | $13,400-68.7% |