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 | $171,152 | $201,264-15.0% | $184,185-7.1% | $145,978+17.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.65% | 29.00%-15.4pp | 28.81%-15.2pp | 550.52%-536.9pp |
| Employer contribution / active EE | $14,848 | $7,021+111.5% | $6,426+131.1% | $4,662+218.5% |
| Participant deferral / active EE | $16,682 | $9,806+70.1% | $9,132+82.7% | $6,690+149.4% |
| Admin fee / account holder | $54,479 | $16,376+232.7% | $13,909+291.7% | $13,400+306.6% |