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 | $175,401 | $201,344-12.9% | $184,243-4.8% | $145,877+20.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.63% | 29.01%-13.4pp | 28.82%-13.2pp | 551.28%-535.7pp |
| Employer contribution / active EE | $3,946 | $7,022-43.8% | $6,427-38.6% | $4,663-15.4% |
| Participant deferral / active EE | $5,725 | $9,807-41.6% | $9,132-37.3% | $6,691-14.4% |
| Admin fee / account holder | $4,228 | $16,382-74.2% | $13,914-69.6% | $13,402-68.5% |