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 | $226,447 | $58,048+290.1% | $94,215+140.4% | $65,306+246.7% |
| Participation rate | 90.0% | 45.3%+44.7pp | 70.0%+20.0pp | 57.7%+32.3pp |
| Annual return | 15.45% | 19.61%-4.2pp | 28.22%-12.8pp | 21.94%-6.5pp |
| Employer contribution / active EE | $14,188 | $1,427+894.3% | $2,675+430.4% | $1,967+621.2% |
| Participant deferral / active EE | $0 | $2,407-100.0% | $4,276-100.0% | $2,959-100.0% |
| Admin fee / account holder | $19,663 | $4,610+326.5% | $10,216+92.5% | $3,480+465.1% |