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 | $179,904 | $104,251+72.6% | $91,004+97.7% | $147,586+21.9% |
| Participation rate | 77.8% | 78.2%-0.5pp | 75.6%+2.2pp | 82.8%-5.1pp |
| Annual return | 10.00% | 27.06%-17.1pp | 4.60%+5.4pp | 578.59%-568.6pp |
| Employer contribution / active EE | $1,175 | $3,116-62.3% | $2,456-52.2% | $4,876-75.9% |
| Participant deferral / active EE | $1,771 | $4,195-57.8% | $3,548-50.1% | $5,439-67.4% |
| Admin fee / account holder | $6,119 | $8,948-31.6% | $5,417+12.9% | $10,886-43.8% |