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 | $169,842 | $76,407+122.3% | $150,298+13.0% | $82,448+106.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 18.79% | 39.99%-21.2pp | 62.79%-44.0pp | 41.64%-22.9pp |
| Employer contribution / active EE | $6,245 | $2,614+138.9% | $4,154+50.3% | $2,551+144.8% |
| Participant deferral / active EE | $7,168 | $3,214+123.0% | $5,453+31.5% | $4,139+73.2% |
| Admin fee / account holder | $5,262 | $6,352-17.2% | $14,116-62.7% | $7,234-27.3% |