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 | $183,605 | $93,617+96.1% | $135,982+35.0% | $75,177+144.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.82% | 30.89%-10.1pp | 68.32%-47.5pp | 160.75%-139.9pp |
| Employer contribution / active EE | $4,021 | $3,538+13.6% | $4,859-17.2% | $2,671+50.5% |
| Participant deferral / active EE | $6,640 | $6,406+3.7% | $7,760-14.4% | $4,126+60.9% |
| Admin fee / account holder | $2,994 | $6,980-57.1% | $10,767-72.2% | $5,651-47.0% |