Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $210,044 | $115,917+81.2% | $100,535+108.9% | $158,982+32.1% |
| Participation rate | 95.2% | 81.6%+13.6pp | 79.4%+15.8pp | 82.0%+13.3pp |
| Annual return | 11.62% | 34.80%-23.2pp | 30.90%-19.3pp | 302.99%-291.4pp |
| Employer contribution / active EE | $2,939 | $4,105-28.4% | $3,419-14.0% | $4,763-38.3% |
| Participant deferral / active EE | $9,887 | $6,677+48.1% | $6,271+57.7% | $5,983+65.2% |
| Admin fee / account holder | $360 | $11,002-96.7% | $8,085-95.5% | $11,252-96.8% |