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 | $185,501 | $86,050+115.6% | $189,758-2.2% | $94,015+97.3% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 14.91% | 17.77%-2.9pp | 52.62%-37.7pp | 17.84%-2.9pp |
| Employer contribution / active EE | $10,080 | $2,819+257.5% | $4,767+111.5% | $2,790+261.3% |
| Participant deferral / active EE | $6,308 | $3,349+88.4% | $5,856+7.7% | $4,249+48.4% |
| Admin fee / account holder | $2,978 | $6,627-55.1% | $20,388-85.4% | $8,951-66.7% |