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 | $203,552 | $59,804+240.4% | $81,982+148.3% | $79,856+154.9% |
| Participation rate | 90.6% | 61.6%+29.0pp | 69.3%+21.4pp | 69.6%+21.0pp |
| Annual return | 16.85% | 17.56%-0.7pp | 41.31%-24.5pp | 31.71%-14.9pp |
| Employer contribution / active EE | $7,661 | $1,713+347.1% | $2,498+206.6% | $2,471+210.0% |
| Participant deferral / active EE | $5,476 | $2,695+103.2% | $3,722+47.1% | $3,741+46.4% |
| Admin fee / account holder | $829 | $4,288-80.7% | $5,665-85.4% | $5,306-84.4% |