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 | $197,565 | $157,304+25.6% | $141,197+39.9% | $152,909+29.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.70% | 64.34%-45.6pp | 71.41%-52.7pp | 345.46%-326.8pp |
| Employer contribution / active EE | $3,112 | $5,263-40.9% | $4,736-34.3% | $4,764-34.7% |
| Participant deferral / active EE | $15,315 | $7,111+115.4% | $6,710+128.2% | $5,851+161.7% |
| Admin fee / account holder | $5,997 | $12,126-50.5% | $10,265-41.6% | $11,601-48.3% |