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 | $176,379 | $123,898+42.4% | $116,538+51.3% | $155,188+13.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.8%+19.2pp |
| Annual return | 15.03% | 16.04%-1.0pp | 17.97%-2.9pp | 148.84%-133.8pp |
| Employer contribution / active EE | $2,412 | $4,739-49.1% | $4,541-46.9% | $4,248-43.2% |
| Participant deferral / active EE | $2,792 | $6,400-56.4% | $6,207-55.0% | $6,531-57.2% |
| Admin fee / account holder | $5,647 | $9,174-38.5% | $8,737-35.4% | $14,480-61.0% |