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 | $195,846 | $115,225+70.0% | $100,712+94.5% | $138,895+41.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 13.82% | 40.35%-26.5pp | 33.27%-19.5pp | 145.39%-131.6pp |
| Employer contribution / active EE | $2,789 | $2,771+0.6% | $2,313+20.6% | $4,194-33.5% |
| Participant deferral / active EE | $5,911 | $4,699+25.8% | $4,085+44.7% | $6,396-7.6% |
| Admin fee / account holder | $13,978 | $10,844+28.9% | $9,256+51.0% | $12,562+11.3% |