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 | $220,581 | $69,977+215.2% | $108,582+103.1% | $62,881+250.8% |
| Participation rate | 85.7% | 72.9%+12.8pp | 79.6%+6.1pp | 69.3%+16.4pp |
| Annual return | 6.62% | 10.73%-4.1pp | -51.70%+58.3pp | 20.14%-13.5pp |
| Employer contribution / active EE | $5,714 | $2,135+167.7% | $3,758+52.0% | $2,281+150.5% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,792 | $5,076-45.0% | $7,645-63.5% | $4,296-35.0% |