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 | $187,843 | $83,485+125.0% | $125,195+50.0% | $72,976+157.4% |
| Participation rate | 92.2% | 73.3%+18.9pp | 79.8%+12.4pp | 69.5%+22.7pp |
| Annual return | 19.19% | 25.77%-6.6pp | 43.79%-24.6pp | 81.02%-61.8pp |
| Employer contribution / active EE | $5,882 | $2,346+150.8% | $3,866+52.2% | $2,440+141.1% |
| Participant deferral / active EE | $9,022 | $3,586+151.6% | $4,937+82.7% | $3,608+150.1% |
| Admin fee / account holder | $28,908 | $5,518+423.9% | $9,704+197.9% | $5,124+464.2% |