Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $197,845 | $81,487+142.8% | $102,412+93.2% | $80,935+144.4% |
| Participation rate | 96.9% | 66.8%+30.0pp | 74.5%+22.4pp | 67.7%+29.2pp |
| Annual return | 12.58% | 25.60%-13.0pp | 24.94%-12.4pp | 35.66%-23.1pp |
| Employer contribution / active EE | $27,471 | $3,103+785.3% | $3,870+609.9% | $2,757+896.5% |
| Participant deferral / active EE | $2,943 | $3,871-24.0% | $5,060-41.8% | $4,299-31.6% |
| Admin fee / account holder | $10,439 | $6,717+55.4% | $8,388+24.5% | $6,924+50.8% |