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 | $192,761 | $105,929+82.0% | $81,926+135.3% | $158,950+21.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 12.87% | 38.19%-25.3pp | 29.49%-16.6pp | 302.91%-290.0pp |
| Employer contribution / active EE | $4,601 | $7,802-41.0% | $4,310+6.7% | $4,762-3.4% |
| Participant deferral / active EE | $5,613 | $13,007-56.8% | $7,108-21.0% | $5,983-6.2% |
| Admin fee / account holder | $1,442 | $8,492-83.0% | $5,159-72.0% | $11,248-87.2% |