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 | $174,422 | $76,551+127.9% | $123,894+40.8% | $62,881+177.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.77% | 18.68%-11.9pp | 47.52%-40.7pp | 20.14%-13.4pp |
| Employer contribution / active EE | $4,929 | $2,882+71.0% | $4,617+6.8% | $2,281+116.1% |
| Participant deferral / active EE | $6,096 | $4,840+26.0% | $5,984+1.9% | $3,203+90.3% |
| Admin fee / account holder | $2,592 | $4,826-46.3% | $8,357-69.0% | $4,296-39.6% |