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 | $146,210 | $63,845+129.0% | $81,370+79.7% | $80,959+80.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 17.68% | 16.37%+1.3pp | 24.85%-7.2pp | 35.67%-18.0pp |
| Employer contribution / active EE | $1,502 | $1,980-24.1% | $2,464-39.0% | $2,757-45.5% |
| Participant deferral / active EE | $7,910 | $3,093+155.8% | $3,885+103.6% | $4,300+83.9% |
| Admin fee / account holder | $11,936 | $5,688+109.8% | $5,749+107.6% | $6,925+72.3% |