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 | $189,498 | $85,060+122.8% | $70,565+168.5% | $139,487+35.9% |
| Participation rate | 90.9% | 73.9%+17.0pp | 68.4%+22.6pp | 80.3%+10.6pp |
| Annual return | 18.29% | 30.39%-12.1pp | 32.79%-14.5pp | 373.84%-355.6pp |
| Employer contribution / active EE | $7,682 | $3,912+96.4% | $2,976+158.2% | $4,755+61.6% |
| Participant deferral / active EE | $6,551 | $5,891+11.2% | $4,568+43.4% | $6,713-2.4% |
| Admin fee / account holder | $1,290 | $8,932-85.6% | $6,430-79.9% | $11,407-88.7% |