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 | $167,260 | $81,233+105.9% | $155,567+7.5% | $80,874+106.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.39% | 33.33%-17.9pp | 64.74%-49.3pp | 35.62%-20.2pp |
| Employer contribution / active EE | $3,315 | $3,101+6.9% | $4,674-29.1% | $2,756+20.3% |
| Participant deferral / active EE | $7,136 | $3,452+106.7% | $5,628+26.8% | $4,297+66.1% |
| Admin fee / account holder | $4,352 | $7,998-45.6% | $15,916-72.7% | $6,935-37.2% |