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 | $190,980 | $176,402+8.3% | $134,162+42.4% | $158,982+20.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.55% | 63.66%-49.1pp | 36.35%-21.8pp | 302.99%-288.4pp |
| Employer contribution / active EE | $2,248 | $5,042-55.4% | $3,705-39.3% | $4,763-52.8% |
| Participant deferral / active EE | $4,260 | $4,093+4.1% | $3,500+21.7% | $5,983-28.8% |
| Admin fee / account holder | $7,664 | $8,719-12.1% | $6,685+14.6% | $11,252-31.9% |