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 | $160,427 | $106,749+50.3% | $145,433+10.3% | $82,448+94.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.10% | 27.59%-11.5pp | 66.58%-50.5pp | 41.64%-25.5pp |
| Employer contribution / active EE | $6,320 | $3,444+83.5% | $4,554+38.8% | $2,551+147.8% |
| Participant deferral / active EE | $4,644 | $6,519-28.8% | $7,897-41.2% | $4,139+12.2% |
| Admin fee / account holder | $2,313 | $8,390-72.4% | $13,129-82.4% | $7,234-68.0% |