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 | $143,083 | $65,395+118.8% | $182,540-21.6% | $72,975+96.1% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 26.03% | 27.68%-1.7pp | 148.58%-122.5pp | 81.01%-55.0pp |
| Employer contribution / active EE | $4,451 | $1,911+132.9% | $4,076+9.2% | $2,440+82.4% |
| Participant deferral / active EE | $8,737 | $3,563+145.2% | $5,525+58.1% | $3,608+142.2% |
| Admin fee / account holder | $4,441 | $4,245+4.6% | $8,593-48.3% | $5,124-13.3% |