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 | $192,791 | $124,980+54.3% | $108,359+77.9% | $154,746+24.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 16.07% | 45.00%-28.9pp | 36.89%-20.8pp | 172.34%-156.3pp |
| Employer contribution / active EE | $3,121 | $2,851+9.5% | $2,399+30.1% | $4,379-28.7% |
| Participant deferral / active EE | $6,436 | $4,743+35.7% | $4,137+55.6% | $6,730-4.4% |
| Admin fee / account holder | $5,102 | $11,502-55.6% | $9,741-47.6% | $14,365-64.5% |