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 | $117,218 | $67,411+73.9% | $91,004+28.8% | $70,126+67.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 17.77% | -40.16%+57.9pp | 4.60%+13.2pp | 73.15%-55.4pp |
| Employer contribution / active EE | $1,300 | $1,786-27.2% | $2,456-47.1% | $2,343-44.5% |
| Participant deferral / active EE | $2,956 | $2,823+4.7% | $3,548-16.7% | $3,332-11.3% |
| Admin fee / account holder | $18,535 | $4,236+337.5% | $5,417+242.1% | $4,645+299.0% |