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 | $182,020 | $117,895+54.4% | $102,460+77.7% | $145,897+24.8% |
| Participation rate | 95.0% | 78.6%+16.4pp | 76.5%+18.5pp | 80.3%+14.7pp |
| Annual return | 9.90% | 31.92%-22.0pp | 29.47%-19.6pp | 552.29%-542.4pp |
| Employer contribution / active EE | $12,846 | $3,619+255.0% | $3,025+324.6% | $4,663+175.5% |
| Participant deferral / active EE | $7,890 | $5,736+37.5% | $5,056+56.0% | $6,689+17.9% |
| Admin fee / account holder | $10,395 | $13,353-22.1% | $9,460+9.9% | $13,390-22.4% |