Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $141,301 | $92,219+53.2% | $76,767+84.1% | $135,380+4.4% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | 15.97% | 5.46%+10.5pp | 2.43%+13.5pp | 519.81%-503.8pp |
| Employer contribution / active EE | $4,587 | $3,216+42.6% | $2,485+84.6% | $4,779-4.0% |
| Participant deferral / active EE | $6,028 | $4,508+33.7% | $3,852+56.5% | $5,609+7.5% |
| Admin fee / account holder | $2,409 | $10,749-77.6% | $6,675-63.9% | $10,828-77.8% |