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 | $173,993 | $86,938+100.1% | $102,423+69.9% | $80,925+115.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 15.77% | 18.89%-3.1pp | 29.42%-13.7pp | 35.65%-19.9pp |
| Employer contribution / active EE | $2,999 | $2,369+26.6% | $3,023-0.8% | $2,756+8.8% |
| Participant deferral / active EE | $2,890 | $4,120-29.9% | $5,054-42.8% | $4,299-32.8% |
| Admin fee / account holder | $6,800 | $8,053-15.6% | $9,455-28.1% | $6,940-2.0% |