Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $230,461 | $69,273+232.7% | $90,796+153.8% | $82,637+178.9% |
| Participation rate | 97.2% | 64.0%+33.2pp | 69.5%+27.7pp | 68.1%+29.2pp |
| Annual return | 19.73% | 18.37%+1.4pp | 19.29%+0.4pp | 53.51%-33.8pp |
| Employer contribution / active EE | $3,542 | $1,865+89.9% | $2,294+54.4% | $2,552+38.8% |
| Participant deferral / active EE | $0 | $3,047-100.0% | $3,822-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,277 | $5,511+68.4% | $7,024+32.1% | $7,339+26.4% |