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 | $193,393 | $106,864+81.0% | $147,318+31.3% | $82,637+134.0% |
| Participation rate | 95.4% | 75.5%+19.9pp | 82.1%+13.3pp | 68.1%+27.3pp |
| Annual return | 16.41% | 27.49%-11.1pp | 70.43%-54.0pp | 53.51%-37.1pp |
| Employer contribution / active EE | $5,232 | $3,417+53.1% | $4,593+13.9% | $2,552+105.0% |
| Participant deferral / active EE | $9,370 | $6,496+44.3% | $7,906+18.5% | $4,126+127.1% |
| Admin fee / account holder | $6,432 | $8,415-23.6% | $13,708-53.1% | $7,339-12.4% |