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 | $188,889 | $100,147+88.6% | $81,286+132.4% | $145,877+29.5% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.5%+21.4pp | 80.3%+10.6pp |
| Annual return | 8.45% | 34.44%-26.0pp | 24.80%-16.3pp | 551.28%-542.8pp |
| Employer contribution / active EE | $2,727 | $2,977-8.4% | $2,463+10.7% | $4,663-41.5% |
| Participant deferral / active EE | $0 | $4,607-100.0% | $3,883-100.0% | $6,691-100.0% |
| Admin fee / account holder | $8,966 | $8,201+9.3% | $5,764+55.6% | $13,402-33.1% |