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 | $190,109 | $98,240+93.5% | $82,312+131.0% | $147,586+28.8% |
| Participation rate | 78.6% | 79.7%-1.2pp | 76.9%+1.7pp | 82.8%-4.3pp |
| Annual return | 18.67% | 30.85%-12.2pp | 25.88%-7.2pp | 578.59%-559.9pp |
| Employer contribution / active EE | $2,857 | $3,192-10.5% | $2,428+17.7% | $4,876-41.4% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $11,742 | $8,563+37.1% | $5,608+109.4% | $10,886+7.9% |