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 | $190,372 | $95,406+99.5% | $185,849+2.4% | $85,847+121.8% |
| Participation rate | 80.7% | 68.8%+11.9pp | 81.7%-1.0pp | 69.3%+11.4pp |
| Annual return | 18.57% | 23.59%-5.0pp | 122.10%-103.5pp | 318.61%-300.0pp |
| Employer contribution / active EE | $5,379 | $3,314+62.3% | $5,169+4.1% | $2,565+109.7% |
| Participant deferral / active EE | $5,014 | $3,424+46.4% | $5,569-10.0% | $3,952+26.9% |
| Admin fee / account holder | $9,655 | $7,214+33.8% | $16,244-40.6% | $6,261+54.2% |