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 | $192,308 | $70,418+173.1% | $96,570+99.1% | $85,847+124.0% |
| Participation rate | 72.6% | 61.8%+10.8pp | 69.8%+2.8pp | 69.3%+3.3pp |
| Annual return | 28.48% | 18.59%+9.9pp | 37.79%-9.3pp | 318.61%-290.1pp |
| Employer contribution / active EE | $2,251 | $1,413+59.3% | $2,357-4.5% | $2,565-12.3% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,493 | $4,995-50.1% | $6,182-59.7% | $6,261-60.2% |