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 | $182,853 | $123,155+48.5% | $108,753+68.1% | $155,188+17.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 15.14% | 44.73%-29.6pp | 37.47%-22.3pp | 148.84%-133.7pp |
| Employer contribution / active EE | $2,191 | $2,811-22.1% | $2,427-9.7% | $4,248-48.4% |
| Participant deferral / active EE | $3,949 | $4,623-14.6% | $4,115-4.0% | $6,531-39.5% |
| Admin fee / account holder | $2,917 | $12,126-75.9% | $10,320-71.7% | $14,480-79.9% |