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 | $185,014 | $86,050+115.0% | $189,758-2.5% | $94,015+96.8% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 13.02% | 17.77%-4.8pp | 52.62%-39.6pp | 17.84%-4.8pp |
| Employer contribution / active EE | $10,654 | $2,819+277.9% | $4,767+123.5% | $2,790+281.9% |
| Participant deferral / active EE | $6,319 | $3,349+88.7% | $5,856+7.9% | $4,249+48.7% |
| Admin fee / account holder | $6,445 | $6,627-2.7% | $20,388-68.4% | $8,951-28.0% |