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 | $161,502 | $104,098+55.1% | $140,514+14.9% | $94,015+71.8% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 17.70% | 15.14%+2.6pp | 14.36%+3.3pp | 17.84%-0.1pp |
| Employer contribution / active EE | $9,218 | $2,388+286.0% | $3,378+172.9% | $2,790+230.4% |
| Participant deferral / active EE | $7,916 | $4,033+96.3% | $4,919+60.9% | $4,249+86.3% |
| Admin fee / account holder | $7,306 | $10,439-30.0% | $13,697-46.7% | $8,951-18.4% |