Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $159,857 | $141,001+13.4% | $112,228+42.4% | $139,487+14.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 26.28% | 32.75%-6.5pp | 30.23%-4.0pp | 373.84%-347.6pp |
| Employer contribution / active EE | $2,378 | $4,285-44.5% | $3,432-30.7% | $4,755-50.0% |
| Participant deferral / active EE | $12,731 | $5,877+116.6% | $4,800+165.2% | $6,713+89.7% |
| Admin fee / account holder | $2,076 | $9,959-79.2% | $7,752-73.2% | $11,407-81.8% |