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 | $214,062 | $124,425+72.0% | $112,040+91.1% | $137,256+56.0% |
| Participation rate | 72.7% | 79.3%-6.6pp | 76.5%-3.8pp | 80.0%-7.2pp |
| Annual return | 18.61% | 24.72%-6.1pp | 24.52%-5.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,041 | $3,411-69.5% | $2,954-64.8% | $4,156-75.0% |
| Participant deferral / active EE | $3,686 | $5,718-35.5% | $5,098-27.7% | $6,407-42.5% |
| Admin fee / account holder | $28,023 | $15,207+84.3% | $12,098+131.6% | $12,270+128.4% |