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 | $196,241 | $124,425+57.7% | $112,040+75.2% | $137,256+43.0% |
| Participation rate | 88.2% | 79.3%+8.9pp | 76.5%+11.7pp | 80.0%+8.3pp |
| Annual return | 10.41% | 24.72%-14.3pp | 24.52%-14.1pp | 220.34%-209.9pp |
| Employer contribution / active EE | $2,429 | $3,411-28.8% | $2,954-17.8% | $4,156-41.6% |
| Participant deferral / active EE | $9,682 | $5,718+69.3% | $5,098+89.9% | $6,407+51.1% |
| Admin fee / account holder | $67,769 | $15,207+345.7% | $12,098+460.2% | $12,270+452.3% |