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 | $181,407 | $111,535+62.6% | $105,223+72.4% | $137,256+32.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.01% | 237.85%-221.8pp | 180.65%-164.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,402 | $3,939-39.0% | $3,689-34.9% | $4,156-42.2% |
| Participant deferral / active EE | $3,033 | $5,500-44.8% | $5,072-40.2% | $6,407-52.7% |
| Admin fee / account holder | $5,353 | $9,721-44.9% | $8,859-39.6% | $12,270-56.4% |