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 | $187,048 | $77,817+140.4% | $123,553+51.4% | $64,173+191.5% |
| Participation rate | 96.7% | 74.7%+22.0pp | 82.3%+14.4pp | 69.6%+27.2pp |
| Annual return | -4.74% | 12.49%-17.2pp | 119.21%-123.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $6,597 | $3,014+118.9% | $4,628+42.6% | $2,381+177.1% |
| Participant deferral / active EE | $8,484 | $5,240+61.9% | $6,426+32.0% | $3,470+144.5% |
| Admin fee / account holder | $64,716 | $5,519+1072.6% | $9,284+597.0% | $4,887+1224.1% |