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 | $123,155+56.5% | $108,753+77.3% | $155,188+24.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 16.07% | 44.73%-28.7pp | 37.47%-21.4pp | 148.84%-132.8pp |
| Employer contribution / active EE | $3,121 | $2,811+11.0% | $2,427+28.6% | $4,248-26.5% |
| Participant deferral / active EE | $6,436 | $4,623+39.2% | $4,115+56.4% | $6,531-1.5% |
| Admin fee / account holder | $5,102 | $12,126-57.9% | $10,320-50.6% | $14,480-64.8% |