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 | $162,438 | $63,082+157.5% | $81,726+98.8% | $79,856+103.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 17.30% | 22.66%-5.4pp | 29.49%-12.2pp | 31.71%-14.4pp |
| Employer contribution / active EE | $5,586 | $1,795+211.1% | $4,311+29.6% | $2,471+126.1% |
| Participant deferral / active EE | $3,568 | $2,780+28.3% | $7,108-49.8% | $3,741-4.6% |
| Admin fee / account holder | $3,188 | $4,428-28.0% | $5,160-38.2% | $5,306-39.9% |