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 | $189,287 | $153,769+23.1% | $133,975+41.3% | $273,972-30.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.95% | 36.51%-25.6pp | 29.29%-18.3pp | 41.46%-30.5pp |
| Employer contribution / active EE | $12,605 | $6,029+109.1% | $5,211+141.9% | $4,869+158.9% |
| Participant deferral / active EE | $10,305 | $6,958+48.1% | $6,282+64.0% | $5,287+94.9% |
| Admin fee / account holder | $2,061 | $11,765-82.5% | $9,324-77.9% | $10,133-79.7% |