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 | $212,790 | $210,510+1.1% | $153,500+38.6% | $145,877+45.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.35% | 13.45%-3.1pp | 15.70%-5.4pp | 551.28%-540.9pp |
| Employer contribution / active EE | $2,313 | $6,052-61.8% | $5,039-54.1% | $4,663-50.4% |
| Participant deferral / active EE | $3,135 | $7,974-60.7% | $6,756-53.6% | $6,691-53.1% |
| Admin fee / account holder | $5,054 | $19,455-74.0% | $12,736-60.3% | $13,402-62.3% |