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 | $190,008 | $86,891+118.7% | $142,516+33.3% | $75,177+152.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.8%+23.2pp | 67.2%+32.8pp |
| Annual return | 17.72% | 23.31%-5.6pp | 20.03%-2.3pp | 160.75%-143.0pp |
| Employer contribution / active EE | $3,228 | $3,355-3.8% | $4,849-33.4% | $2,671+20.8% |
| Participant deferral / active EE | $4,291 | $4,938-13.1% | $6,280-31.7% | $4,126+4.0% |
| Admin fee / account holder | $8,869 | $7,299+21.5% | $10,008-11.4% | $5,651+56.9% |