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 | $149,627 | $88,707+68.7% | $74,184+101.7% | $273,972-45.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.91% | 11.94%-7.0pp | 17.74%-12.8pp | 41.46%-36.5pp |
| Employer contribution / active EE | $6,536 | $3,159+106.9% | $2,370+175.8% | $4,869+34.2% |
| Participant deferral / active EE | $4,266 | $4,212+1.3% | $3,550+20.2% | $5,287-19.3% |
| Admin fee / account holder | $1,067 | $8,717-87.8% | $5,586-80.9% | $10,133-89.5% |