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 | $143,921 | $106,524+35.1% | $152,301-5.5% | $87,485+64.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 14.37% | 26.89%-12.5pp | 80.50%-66.1pp | 26.06%-11.7pp |
| Employer contribution / active EE | $4,486 | $3,371+33.1% | $4,624-3.0% | $2,596+72.8% |
| Participant deferral / active EE | $10,964 | $6,525+68.0% | $8,004+37.0% | $4,274+156.5% |
| Admin fee / account holder | $5,490 | $8,287-33.8% | $14,398-61.9% | $7,775-29.4% |