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 | $166,145 | $201,264-17.4% | $184,185-9.8% | $145,978+13.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.44% | 29.00%-7.6pp | 28.81%-7.4pp | 550.52%-529.1pp |
| Employer contribution / active EE | $11,324 | $7,021+61.3% | $6,426+76.2% | $4,662+142.9% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $83,713 | $16,376+411.2% | $13,909+501.9% | $13,400+524.7% |