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 | $162,294 | $106,588+52.3% | $94,215+72.3% | $155,188+4.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 13.17% | 29.39%-16.2pp | 28.22%-15.0pp | 148.84%-135.7pp |
| Employer contribution / active EE | $6,458 | $3,080+109.7% | $2,675+141.4% | $4,248+52.0% |
| Participant deferral / active EE | $3,768 | $4,802-21.5% | $4,276-11.9% | $6,531-42.3% |
| Admin fee / account holder | $5,469 | $12,281-55.5% | $10,216-46.5% | $14,480-62.2% |