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 | $190,229 | $125,797+51.2% | $170,043+11.9% | $75,173+153.1% |
| Participation rate | 92.9% | 83.6%+9.3pp | 87.0%+5.9pp | 67.2%+25.7pp |
| Annual return | 19.42% | 27.20%-7.8pp | 53.40%-34.0pp | 160.72%-141.3pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $13,504 | $6,838+97.5% | $10,410+29.7% | $4,126+227.3% |
| Admin fee / account holder | $6,248 | $8,177-23.6% | $12,824-51.3% | $5,651+10.6% |