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 | $230,151 | $106,267+116.6% | $96,520+138.4% | $139,456+65.0% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 14.74% | 38.45%-23.7pp | 35.72%-21.0pp | 373.45%-358.7pp |
| Employer contribution / active EE | $2,924 | $4,105-28.8% | $3,739-21.8% | $4,753-38.5% |
| Participant deferral / active EE | $10,040 | $5,454+84.1% | $4,879+105.8% | $6,711+49.6% |
| Admin fee / account holder | $5,563 | $7,882-29.4% | $6,733-17.4% | $11,407-51.2% |