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 | $187,060 | $94,529+97.9% | $140,019+33.6% | $64,173+191.5% |
| Participation rate | 72.1% | 84.1%-12.0pp | 87.5%-15.4pp | 69.6%+2.5pp |
| Annual return | 7.13% | 7.77%-0.6pp | 651.17%-644.0pp | 7.63%-0.5pp |
| Employer contribution / active EE | $2,076 | $3,812-45.5% | $5,605-63.0% | $2,381-12.8% |
| Participant deferral / active EE | $3,640 | $5,250-30.7% | $6,927-47.4% | $3,470+4.9% |
| Admin fee / account holder | $12,132 | $6,741+80.0% | $10,705+13.3% | $4,887+148.2% |