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 | $195,892 | $88,707+120.8% | $74,184+164.1% | $273,972-28.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.82% | 11.94%-6.1pp | 17.74%-11.9pp | 41.46%-35.6pp |
| Employer contribution / active EE | $2,219 | $3,159-29.8% | $2,370-6.4% | $4,869-54.4% |
| Participant deferral / active EE | $6,286 | $4,212+49.2% | $3,550+77.1% | $5,287+18.9% |
| Admin fee / account holder | $14,695 | $8,717+68.6% | $5,586+163.1% | $10,133+45.0% |