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 | $160,807 | $81,446+97.4% | $103,374+55.6% | $80,874+98.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.31% | 25.57%-14.3pp | 24.89%-13.6pp | 35.62%-24.3pp |
| Employer contribution / active EE | $7,910 | $3,107+154.6% | $3,869+104.4% | $2,756+187.0% |
| Participant deferral / active EE | $7,438 | $3,870+92.2% | $5,058+47.1% | $4,297+73.1% |
| Admin fee / account holder | $20,533 | $6,715+205.8% | $8,394+144.6% | $6,935+196.1% |