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 | $172,203 | $106,864+61.1% | $147,318+16.9% | $82,637+108.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.56% | 27.49%-10.9pp | 70.43%-53.9pp | 53.51%-36.9pp |
| Employer contribution / active EE | $7,755 | $3,417+127.0% | $4,593+68.8% | $2,552+203.9% |
| Participant deferral / active EE | $13,757 | $6,496+111.8% | $7,906+74.0% | $4,126+233.4% |
| Admin fee / account holder | $5,960 | $8,415-29.2% | $13,708-56.5% | $7,339-18.8% |