Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $158,261 | $109,620+44.4% | $148,496+6.6% | $94,015+68.3% |
| Participation rate | 100.0% | 71.3%+28.7pp | 76.0%+24.0pp | 70.8%+29.2pp |
| Annual return | 19.32% | 17.54%+1.8pp | 12.33%+7.0pp | 17.84%+1.5pp |
| Employer contribution / active EE | $7,560 | $2,618+188.8% | $3,497+116.2% | $2,790+171.0% |
| Participant deferral / active EE | $21,074 | $3,831+450.1% | $4,808+338.3% | $4,249+395.9% |
| Admin fee / account holder | $5,356 | $10,050-46.7% | $19,547-72.6% | $8,951-40.2% |