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 | $173,537 | $81,476+113.0% | $102,383+69.5% | $80,925+114.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 16.76% | 25.59%-8.8pp | 24.94%-8.2pp | 35.65%-18.9pp |
| Employer contribution / active EE | $10,667 | $3,105+243.6% | $3,870+175.6% | $2,756+287.0% |
| Participant deferral / active EE | $5,072 | $3,871+31.0% | $5,060+0.2% | $4,299+18.0% |
| Admin fee / account holder | $9,627 | $6,717+43.3% | $8,391+14.7% | $6,940+38.7% |