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 | $181,400 | $48,364+275.1% | $71,796+152.7% | $62,881+188.5% |
| Participation rate | 70.6% | 60.6%+10.0pp | 69.1%+1.5pp | 69.3%+1.3pp |
| Annual return | 8.50% | 13.16%-4.7pp | 78.04%-69.5pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,868 | $1,042+79.3% | $1,924-2.9% | $2,281-18.1% |
| Participant deferral / active EE | $4,369 | $2,091+108.9% | $2,794+56.4% | $3,203+36.4% |
| Admin fee / account holder | $20,021 | $3,771+430.9% | $4,815+315.8% | $4,296+366.1% |